COVID

4 statements across 4 episodes · 2 bullish · 0 bearish · 4 people on the record · first statement May 12, 2025 by Jannick Malling · across every show →

Everything said about COVID, oldest first

May 12, 2025 positive
Assertion Not checkable as stated
Malling: Public grew its user base 50% to 100% monthly for three years
“The user base was growing 50 to a hundred percent every month. And that compounds a lot when you do that for three years in a row, and so you're just really trying to, like, scale the platform”
Jannick Malling May 12, 2025 ▶ 39:20 He took on Robinhood & built Public.com into a $1B company with $440M raised. | Jannick Malling, ... · PMF Show
Jul 21, 2025
Assertion Not checkable as stated
Akhund: 60% of Mercury's Revenue Disappeared When Interest Rates Hit Zero in 2020
“When COVID happened like, it's, like, March, 2020, interest rates go to zero which, you know, from our perspective, like, that was, like, At that point, like, 60% of our revenue went to zero, basically.”
Immad Akhund Jul 21, 2025 ▶ 50:05 How Mercury Hit $500M ARR—then raised $300M from Sequoia at $3.5B. | Immad Akhund, CEO & Founder ... · PMF Show
Oct 2, 2025 neutral
Disclosure
Carlson: ServiceUp Originated from a COVID-Failed Auto Shop
“And it actually popped out of a failed auto shop because of COVID.”
Brett Carlson Oct 2, 2025 ▶ 1:35 A drug dealer threatened to kill him—then he grew 50x in 3 Years to $50M ARR. | Brett Carlson, Fo... · PMF Show
Dec 8, 2025 positive
Opinion
Smith: Remote work helped Scribe by exposing hidden knowledge-sharing friction
“I think COVID helped us because it made the pain more visible. Like, previously, when people were all next to each other in office, have you ever spent time in, like, a big open floor plan? I would do this sometimes for fun. I would just, like, sit and be a fl…”
Jennifer Smith Dec 8, 2025 ▶ 40:57 Her VCs said she killed the company. 6 years later, it's worth $1.3B. | Jennifer Smith, Founder o... · PMF Show
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