cloud companies
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 17, 2021 by Jason Lemkin · across every show →
Everything said about cloud companies, oldest first
Nov 17, 2021 bullish
Lemkin: All Top-Quartile Cloud Companies at $100M ARR Will Hit $1B
“The top quartile, not the top one or two, the top quartile is growing triple digits at a hundred million, and when you think about compounding, assuming those have ARRs approaching north of a hundred, that means they're all gonna hit a billion in revenue.”