Asana

“Asana has a number of small business customers, and yet, even with their blended NRR, it's still at a 115% at the time of their IPO.”

“Hybrid office centric, also known as synchronized hybrid, this is what companies like Asana and Front are doing, where Most of the hiring is done around hubs in certain locations, and they synchronize when you come into the office two to three days a week, and…”

“If you look at the PLG leaders in SAS and cloud, they're wonderful companies. But the Asana's and the others that they're their cost of sales to marketing isn't lower than the folks that are purely sales led.”

“Over 70% of Monday's customers are not tech. They're selling to churches and normal businesses. They're growing 34% in a billion in AR, while Asana, which mostly sells to tech, if you see on the right, is only growing 10%.”

“50% of many cloud leaders revenue is outside of the U S more than 50% of HubSpot's revenue is outside of the U S almost. Asana's revenue about 50% of Monday's revenue is outside the U S”