Mailchimp
2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 10, 2025 by Adam Robinson · said 22 times in 5 episodes since 2024 · across every show →
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brought up most by Adam Robinson (15), Pablo Srugo (5), Marc Boscher (1), Casey Ellis (1)
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2025 19 mentions in 3 episodes 6 per episode
- He grew to $25M in ARR and $14M in annual profits—with no funding & no dilution. | Adam Robinson,... · PMF Show
- Forecasts are overrated—great founders build one step at a time. | PMF Observations · PMF Show
- He tested his pitch on Uber drivers—then built a cybersecurity platform to $180M raised. | Casey ... · PMF Show
- every mention in 2025, scene by scene →
Everything said about Mailchimp, oldest first
Apr 10, 2025
Apr 10, 2025 negative
Robinson: Expansion masking 50% logo churn requires an enormous TAM
“I think like a 50% gross. That has enough expansion to still be positive is kind of fake. You know what I mean? Like low logo retention, but like an expansion dynamic, like that, that, that doesn't really, I mean, I think MailChimp probably had that, but also …”