TESL

3 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 27, 2025 by Guy Podjarny · said 11 times in 1 episodes since 2025 · across every show →

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brought up most by Pablo Srugo (9), Guy Podjarny (2)

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2025 11 mentions in 1 episode

He burned $4M to hit $100K ARR—but with 1 big change, he grew to $4.5M ARR in just 12 months. | G... · PMF Show Oct 27, 2025 · 11 mentions · from 1:15
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Everything said about TESL, oldest first

Oct 27, 2025

Disclosure

TESL has practically all of its $125M funding still in the bank

“Practically the entirety of that amount by, like, Massive percentages is still in the bank”

Guy Podjarny Oct 27, 2025 ▶ 48:27 He burned $4M to hit $100K ARR—but with 1 big change, he grew to $4.5M ARR in just 12 months. | G... · PMF Show

Oct 27, 2025 bullish

Prediction Not checkable as stated

AI will shift software development from being code-centric to spec-centric

“So TESL, we believe that software in the AI world, software will move from being code-centric to being spec-centric.”

Guy Podjarny Oct 27, 2025 ▶ 40:41 He burned $4M to hit $100K ARR—but with 1 big change, he grew to $4.5M ARR in just 12 months. | G... · PMF Show

Oct 27, 2025

Disclosure

Podjarny's new startup TESL raised a $25M Seed and $100M Series A

“We raised a hundred and twenty-five million dollars total, like a hundred million dollar A and the twenty-five million dollar seed, and we raised the last one back in September.”

Guy Podjarny Oct 27, 2025 ▶ 47:47 He burned $4M to hit $100K ARR—but with 1 big change, he grew to $4.5M ARR in just 12 months. | G... · PMF Show

TESL

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Everything said about TESL, oldest first

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