Sigma Computing

also referred to as: sigma

17 statements across 1 episodes · 4 bullish · 2 bearish · 1 people on the record · first statement Jun 30, 2025 by Rob Woollen · said 19 times in 2 episodes since 2025 · across every show →

Mentions by year

brought up most by Pablo Srugo (14), Rob Woollen (5)

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Everything said about Sigma Computing, oldest first

Jun 30, 2025 negative
Assertion Not checkable as stated
Woollen: Two of Sigma's five team members quit after year one
“And then actually two of the people were just like, yeah, we do this for a year. We, we're gonna, we're out. And so we went from a team of five back to a team of three”
Rob Woollen Jun 30, 2025 ▶ 24:14 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Jun 30, 2025 neutral
Disclosure
Sigma entirely discontinued its legacy product because it couldn't support two
“We have to move on to this new product. Like we, we've made a company decision. We can't support two products. We've got to make this transition.”
Rob Woollen Jun 30, 2025 ▶ 51:14 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Jun 30, 2025 negative
Opinion
Looker only satisfies LookML developers and ignores everyday business users
“Looker is a very, very heavy in the other direction. It's very focused on you're going to have a very small number of people that write in this made up programming language, LookML, and essentially those are the only people that love that product. And then eve…”
Rob Woollen Jun 30, 2025 ▶ 22:33 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Jun 30, 2025 bullish
Assertion Not checkable as stated
Sigma Computing tripled revenue three consecutive years from $3M to $27M
“Yeah, we, I think three years in a row tripled the company. So, you know, it was like three, nine, 27, something like that.”
Rob Woollen Jun 30, 2025 ▶ 52:05 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Jun 30, 2025
Insight
Product-market fit arrives when major deals close without any founder involvement
“I think for me, the first, like, sort of sign of Product Market Fit was, we were signing customers that were paying us, you know, as much or more than all these ones that I had personally, like, spent all these, you know, hours on hand-holding, And I'd never e…”
Rob Woollen Jun 30, 2025 ▶ 53:21 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Jun 30, 2025
Insight
Woollen: Non-programmers analyze data through playful experimentation, not linear pipelines
“No one opens up Excel and it's like, here are the next 20 things I'm going to go do. They just play around.”
Rob Woollen Jun 30, 2025 ▶ 40:49 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Jun 30, 2025
Insight
Woollen: Prototypes must look polished to get meaningful product feedback
“You have to make things that people aesthetically like, and they feel like, you know, it looks polished enough that they don't focus on that. They focus on the actual product feedback”
Rob Woollen Jun 30, 2025 ▶ 32:04 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Jun 30, 2025
Assertion Not checkable as stated
Sigma built a spreadsheet-to-SQL prototype in three weeks for a Snowflake meeting
“And so, we once again threw away everything we'd done, and in essentially, I think about three weeks between the time we set the meeting, when we actually showed up there, we built a brand new interface, one that looks like a tiny part of our product right now…”
Rob Woollen Jun 30, 2025 ▶ 38:29 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Jun 30, 2025
Disclosure
Sigma intentionally sourced early pilot users within walking distance of its office
“And I remember my goal was I wanted people that were ideally within walking distance of the office. Like it's one of the, you know, one of the advantages of being in something like San Francisco is like, I know there's lots of startups right around here. And s…”
Rob Woollen Jun 30, 2025 ▶ 42:59 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Jun 30, 2025 neutral
Assertion Not checkable as stated
Woollen: Sigma's target problems are identical to its 2014 founding document
“That was probably January or February of 2014, and I recently found some document we wrote back then, and we sort of outlined all these problems in the industry at the time, and we've wavered a lot on exactly how we're gonna solve all those problems, but the a…”
Rob Woollen Jun 30, 2025 ▶ 14:02 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Jun 30, 2025 neutral
Insight
Woollen: BI tools and cloud warehouses are useless on their own
“Any of the products in this market are basically useless by themselves. So like, SIGMA is not useful unless you can connect it to a, something like a Snowflake or a Databricks. A Snowflake or a Databricks just by itself is not that useful. You need something t…”
Rob Woollen Jun 30, 2025 ▶ 20:36 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Jun 30, 2025 positive
Assertion Not checkable as stated
Sigma Computing has officially crossed $100M ARR and 1,400 customers
“We're over a hundred now. We're over 1400 customers.”
Rob Woollen Jun 30, 2025 ▶ 52:31 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Jun 30, 2025
Assertion Not checkable as stated
Sigma Computing closed exactly zero new customers in the second quarter of 2019
“And so the next quarter, and I still see this on our on our company sort of dashboard, the next quarter we closed zero new customers.”
Rob Woollen Jun 30, 2025 ▶ 44:03 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Jun 30, 2025
Assertion Supported
Sigma raised an $8M Series A in April 2014 without a product
“We raised in April. But yes, we were able to raise and this is the part where I'd say we're very fortunate in that we had long track records. So we were very well known people to the investors. But the investors gave us an eight million dollar, a series A out …”
Rob Woollen Jun 30, 2025 ▶ 16:22 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Jun 30, 2025 positive
Insight
Woollen: Founders finding traction after long pivots must mentally reset to Day Zero
“You also have to sort of mentally, you know, you're at day zero. Like it doesn't matter that you spent three years trying to build stuff. You're at day zero and you have to be like ready to fight from day zero, not ready to fight from over, you know, four year…”
Rob Woollen Jun 30, 2025 ▶ 46:39 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Jun 30, 2025 positive
Insight
Woollen: Centralized cloud data systems are the natural base for internal apps
“So one of the sort of key insights we've had over time with the company is that if you're putting, you know, your company's data into this Centralized system. It then becomes kind of a natural place for you to build all of your internal applications because th…”
Rob Woollen Jun 30, 2025 ▶ 5:51 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Jun 30, 2025 neutral
Assertion Not checkable as stated
Woollen: Cloud data warehouses traditionally locked data behind SQL and Python
“And our key insight was that companies increasingly move a large majority of their data into these large cloud data systems like a Snowflake or a Databricks or Google BigQuery. And those systems traditionally, you could really only access them directly if you …”
Rob Woollen Jun 30, 2025 ▶ 4:18 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
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