annual recurring revenue

also referred to as: arr

28 statements across 24 episodes · 11 bullish · 1 bearish · 22 people on the record · first statement Mar 8, 2024 by Pablo Srugo · across every show →

Everything said about annual recurring revenue, oldest first

Mar 8, 2024
Insight
Srugo: Do Not Expand Markets When Scaling From $1M to $2M ARR
“You're going from one to two million ARR. I can guarantee you the right way to do it is not By, you know, going, opening up a new market, opening up a new city, opening up a new vertical. It's by doubling down and tripling down, unless you actually don't have …”
Pablo Srugo Mar 8, 2024 ▶ 25:34 5 Steps to PMF with Rob · PMF Show
Apr 1, 2024
Assertion Not checkable as stated
Enable reached $2.5M ARR with just 20 customers by late 2019
“We got to 20 something customers and 2.5 million of ARR or something on the product. So that took us probably three or four years to do that. So by say the end of [2019] that's where we'd got to.”
Andrew Butt Apr 1, 2024 ▶ 15:45 He raised $275M in the last 3 years. His 'boring' B2B startup is now a $1B unicorn. | Andrew Butt... · PMF Show
Apr 15, 2024 positive
Disclosure
Fishkin: SparkToro generates under $2M ARR with three employees
“SparkToro has three people, myself, Casey, our CTO, and Amanda, our VP marketing. And, you know, it's small, it's under two million dollars ARR, but it's also very profitable, extremely profitable, very beautiful business.”
Rand Fishkin Apr 15, 2024 ▶ 25:10 He gave up on chasing unicorns. Now he earns $500K+/year from his 3-person startup. | Rand Fishki... · PMF Show
May 20, 2024
Insight
Articulating TAM and market share matters more to VCs than early ARR
“I think that matters more than what your ARR is in the aggregate, or if you're a first-timer, a second-timer, a third-time founder, can you articulate the business you have And the industry you're building it for can you articulate a plan where you can be 50%,…”
Shmulek Bachar May 20, 2024 ▶ 29:33 He built Uber for parking & exited. Then raised $100M+. Here's his formula for finding product-ma... · PMF Show
Jul 29, 2024 bullish
Assertion Not checkable as stated
Ujjainwalla: Knak is well north of $10M in ARR
“When we were the template product, I can just share, like, we're well north of ten million in ARR now.”
Pierce Ujjainwalla Jul 29, 2024 ▶ 38:35 He refused to quit his job until $1M ARR—then grew to $5M ARR & closed a $25M Series A. | Pierce ... · PMF Show
Oct 14, 2024 positive
Insight
Strategic corporate investors back deep tech for differentiation, not ARR growth
“Their investment census is more around, hey, are you looking here at the really differentiated technology? Could that be a winning game rather than is that going to wreck on an ARR the fastest? They're not necessarily it's not a hundred percent financial. And …”
Liron Zvibel Oct 14, 2024 ▶ 41:06 His 1st startup failed—but his 2nd one hit $100M ARR & a $1.6B valuation. Here's what he learned.... · PMF Show
Nov 25, 2024 neutral
Assertion Not checkable as stated
MacKinnon: Later reached $5M ARR with 30 employees by 2018
“By 20 18 energies at that point, we're probably like 30 people, probably five million in ARR.”
Ian MacKinnon Nov 25, 2024 ▶ 35:37 He hit $40M ARR, exited for over $100M—& raised only $1.5M. Here's how | Ian MacKinnon, Co-Founde... · PMF Show
Nov 25, 2024 positive
Assertion Not checkable as stated
Later added $1M in ARR per month during peak growth periods
“There were months where we were adding a million in ARR, which is crazy to think about.”
Ian MacKinnon Nov 25, 2024 ▶ 38:12 He hit $40M ARR, exited for over $100M—& raised only $1.5M. Here's how | Ian MacKinnon, Co-Founde... · PMF Show
Jan 30, 2025
Disclosure
Palafox: HappyRobot reached $50K ARR before pivoting away
“We continue like getting some traction and we got to a point where like we had like a 50 K in ARR, like something that obviously is like hard, but also like in retrospect, like stupid, like it is like, we were feeling so proud, like people are actually paying,…”
Pablo Palafox Jan 30, 2025 ▶ 13:41 1st time founder completely pivots after YC—then grows 30x in a year to $2.2M ARR. | Pablo Palafo... · PMF Show
Feb 10, 2025
Assertion Not checkable as stated
IntSights scaled from $1M to $4M ARR in its first two years
“Like in the first year, I told you, we didn't really have a product and we hit like one million dollars ARR. The second year was already four.”
Alon Arvatz Feb 10, 2025 ▶ 24:56 He exited for $335M—& felt "emptiness". So he quit, gave up millions in earnout, & grew to $1M AR... · PMF Show
Feb 20, 2025
Assertion Contradicted
Wang: Amplitude finished 2016 with over $13M in ARR
“The year ended up being great. We ended up over 13. Million in AR.”
Jeff Wang Feb 20, 2025 ▶ 48:39 Amplitude is now a $1.5B public company. Here's how they beat competitors with a 10x cheaper prod... · PMF Show
Mar 13, 2025 bullish
Assertion Not checkable as stated
Suger reached nearly $2M ARR having burned only $1.2M
“Fast forward to like September of last year, we were at close to two million dollars in ARR and we had burned like 1.2.”
Jon Yoo Mar 13, 2025 ▶ 30:37 Post-YC, he split with his co-founder—then grew profitably to $2M ARR with just 5 people. | Jon Y... · PMF Show
Jul 14, 2025 positive
Disclosure
Brigit reached $20M ARR via a $10 monthly subscription model
“It was an opt-in feature, and that helped us to get from our first zero to 10 to twenty million in ARR, because people found it significantly cheaper, as you can imagine. It was a 10 dollar monthly subscription for all you can need, and there are other product…”
Zuben Matthews Jul 14, 2025 ▶ 14:00 How he grew to $100M ARR—then exited for $460M. | Zuben Matthews, Founder of Brigit · PMF Show
Jul 17, 2025
Insight
Validated Learning Enables Scaling $1M to $10M ARR in Two Years
“Validated learning about customers, if it's truly valid, should allow you to go from one to ten million in two years or less.”
Mike Maples Jul 17, 2025 ▶ 44:32 Mike Maples: Your Startup Idea Isn’t Crazy Enough—And it's holding you back | Mike Maples, Founde... · PMF Show
Aug 21, 2025 neutral
Assertion Supported
Walker: Median Series A ARR rose from $1M in 2021 to $3M in 2024
“So it used to be in 20, 21, that the median amount of CAT or median amount of ARR for a Series A company is like just above one million bucks. In 20, 24, that was nearly three million dollars. And on the top quartile, so 75th percentile ARR used to be in 21, a…”
Peter Walker Aug 21, 2025 ▶ 26:55 Q2 2025: The new Series A Bar is $3M ARR—& only 20% of seed startups make it. | Peter Walker, Hea... · PMF Show
Nov 10, 2025 neutral
Assertion Not checkable as stated
Fradin: Dynamic Signal reached multiple millions in ARR within 18 months
“One year, 18 months in, it was probably five or six million dollars in ARR, which, you know, by today's standards is nothing, obviously, but this is a long time ago. Maybe it was three or four, but it was multiple single digit millions of ARR.”
Russ Fradin Nov 10, 2025 ▶ 5:15 He walked away from $5M ARR—then built a $50M company. | Russ Fradin, Founder of Larridin · PMF Show
Nov 10, 2025
Assertion Not checkable as stated
Fradin: Dynamic Signal reached around $50M ARR at acquisition
“Probably around fifty million ARR when we sold it.”
Russ Fradin Nov 10, 2025 ▶ 15:42 He walked away from $5M ARR—then built a $50M company. | Russ Fradin, Founder of Larridin · PMF Show
Nov 27, 2025 neutral
Assertion Supported
Walker: Silicon Valley Bank data shows median Series A ARR under $3M
“The last stuff that I saw from Silicon Valley Bank had median ARR at A is just under three million.”
Peter Walker Nov 27, 2025 ▶ 29:21 Q3 2025 w/Carta: What you need to raise a Series A. | Peter Walker, Head of Insights at Carta · PMF Show
Dec 11, 2025 neutral
Assertion Not checkable as stated
Juicebox stalled at a flat, high-churn $200k ARR until early 2024
“I think revenue at that point was, like, 200 K in ARR or so, but it was, like, this very, like, churny 200 K in ARR and it was basically flat. Like maybe growing a tiny bit here or there, but no meaningful changes. And that carried all the way through to like …”
David Paffenholz Dec 11, 2025 ▶ 27:11 He killed a viral app with 50k users. 2 years later, he hit $10M ARR and raised $30M from Sequoia... · PMF Show
Dec 29, 2025 bullish
Assertion Contradicted
Srugo: Tenex Grew From Zero to $40M ARR in One Year
“So if you look at Tenex growing from zero to forty million ARR in one year, which is insane. It's literally on a track to be like the next whiz.”
Pablo Srugo Dec 29, 2025 ▶ 17:20 Solo Episode: B2B SaaS is dead. Here's what the best AI founders are doing instead. · PMF Show
Feb 10, 2026 positive
Assertion Not checkable as stated
Madheswaran: Eve reached $1M ARR in Q1 post-GA and rapidly added millions
“I think from when we GA'd the first quarter, we GA'd probably end of 20, 23, probably early January. The first quarter, I think we had a million in ARR already for that product. And I think the two months after that, we had another million, and a month after t…”
Jay Madheswaran Feb 10, 2026 ▶ 46:06 How I grew to $3M ARR in 6 months—& to a $1B valuation in 2 years. | Jay, Founder of Eve Legal · PMF Show
Mar 9, 2026 bullish
Assertion Not checkable as stated
Filevine grew ARR from $30K to $1M between 2016 and 2017
“In 2016, we went from 20 30 K in ARR to a hundred. And then in 2017, we went from a hundred to a million.”
Ryan Anderson Mar 9, 2026 ▶ 20:56 He made 0 sales for the first 8 months. Now he does $200M+ ARR. | Ryan Anderson, Founder of Filevine · PMF Show
Mar 12, 2026 bullish
Assertion Not checkable as stated
GetVocal reached $1M ARR in five months with one salesperson
“We went with one salesperson from zero to one in five months and two weeks or something like that.”
Roy Moussa Mar 12, 2026 ▶ 41:58 This 3x founder hit $1M ARR in 5 months. Here's his playbook. | Roy Moussa, Founder of GetVocal · PMF Show
Mar 19, 2026 bearish
Opinion
Haroun: ARR is no longer the right primary metric for AI startups
“I don't think it's actually the right metric, like the single right metric to focus on anymore, because there's a lot of examples with these LLM wrapper companies where it's like temporarily you can appear to be magic for a lot of the market who either doesn't…”
Omar Haroun Mar 19, 2026 ▶ 46:50 How he grew his AI startup from $2M to $20M ARR in 12 months. | Omar Haroun, Co-Founder of Eudia · PMF Show
Mar 19, 2026
Assertion Not checkable as stated
Haroun: Eudia grew from $2M to $20M ARR in 12 months
“In the last 12 months we went from two to twenty million ARR.”
Omar Haroun Mar 19, 2026 ▶ 45:37 How he grew his AI startup from $2M to $20M ARR in 12 months. | Omar Haroun, Co-Founder of Eudia · PMF Show
Mar 19, 2026
Assertion Not checkable as stated
Haroun: Eudia reached $1M ARR within six months of selling
“We hit a million ARR right around six months.”
Omar Haroun Mar 19, 2026 ▶ 45:03 How he grew his AI startup from $2M to $20M ARR in 12 months. | Omar Haroun, Co-Founder of Eudia · PMF Show
Apr 27, 2026
Assertion Not checkable as stated
Halliday: AirOps founders reached $1.3M ARR doing all selling themselves
“My co-founder and I got us to about 1.3 million in ARR selling ourselves.”
Alex Halliday Apr 27, 2026 ▶ 25:43 He built for 2 years before raising a dollar—then hit $13M ARR and a $40M Series B. | Alex Hallid... · PMF Show
Aug 31, 2026 bullish
Assertion Not checkable as stated
Antos: Within generated $350K ARR in five weeks and $1M the next quarter
“We did, like, three 50 K or so, maybe even a little bit more of ARR in the, like, first, not even six weeks, like, five weeks on this thing. And then, like, we backed it up, like, the next quarter we did, like, over a million.”
Andrew Antos Aug 31, 2026 ▶ 5:11 Sold $10M business to bet on a side app—grew it to $20M ARR | Within
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