Clay
4 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Apr 10, 2025 by Adam Robinson · said 21 times in 4 episodes since 2024 · across every show →
Mentions by year
brought up most by Adam Robinson (16), Pablo Srugo (3), Rick Song (2)
tap a year for its mentions
2026 1 mention in 1 episode
2025 19 mentions in 2 episodes 10 per episode
Everything said about Clay, oldest first
Apr 10, 2025 neutral
Apr 10, 2025 bullish
Robinson: Clay had only 20 paying customers in late 2021
“Varun who's their co-founding go to market guy, he joined them when they had 20 customers paying a hundred dollars a month. That's crazy. And that was at the end of 20, 21. So like, Three, a little over three years later, they are a unicorn.”
Apr 10, 2025 bearish
Robinson: Clay's $1.25B valuation forces a $5B exit target
“When they raised at 500, I was like, oh, Like they just took a billion dollar exit off the table, you know, like, and that would have just been so awesome. And then they go and raise a 1.25. It's like, shit, man. Now the number's like five.”