Divi

0 statements across 0 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Mar 8, 2022 by Tom Clayton · said 3 times in 2 episodes since 2026 · across every show →

Mentions by year

brought up most by Jason Lemkin (2), Amelia Ibarra (1)

mentionsepisodesper episode tap a year for its mentions

2026 3 mentions in 2 episodes 2 per episode

Why Your Next Hire Should Report to an AI, Tragedy Apps, and Too Many AI SDRs? | The Agents #004 May 6, 2026 · 2 mentions · from 44:48
The Agents #12 - Our AI Agent Rewrote Our App Without Telling Us Aug 5, 2026 · 1 mention · from 8:37
every mention in 2026, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Divi, oldest first

Mar 8, 2022 bullish

Opinion

Clayton: Divi makes more from transactions than subscription fees

“I guarantee that Divi or other companies like them make more money in that revenue model than they would if they tried to just try to charge a flat subscription fee.”

Tom Clayton Mar 8, 2022 ▶ 5:57 The Path to a Billion Dollars: How to Create Multi-Revenue Streams with Bill.com CRO Tom Clayton

May 29, 2024 positive

Disclosure

Lacerte: Bill Went Public Partly to Fund M&A with Stock Currency

“When we went public, one of the reasons was to have a currency to be able to add onto the platform to serve more customers with better products.”

René Lacerte May 29, 2024 ▶ 27:31 René Lacerte, CEO Bill + Jason Lemkin: "It's Just Getting Good for SMB SaaS"

May 29, 2024 neutral

Insight

Lacerte: Real-Time Payment APIs Enabled the Modern Spend Management Boom

“So one of the things that cascaded with the technology for card payments Is the ability to control card payments, their APIs, real time. And so that's essentially what Divi is doing, right?”

René Lacerte May 29, 2024 ▶ 29:14 René Lacerte, CEO Bill + Jason Lemkin: "It's Just Getting Good for SMB SaaS"

Oct 22, 2024 neutral

Assertion Not checkable as stated

The entire spend management category has fewer than 100,000 business customers

“If you think about it, there is a lot of excitement around the category, but the category is still less than, I don't know, 75,000, a 100,000 businesses that are using the product.”

René Lacerte Oct 22, 2024 ▶ 50:11 Approaching Half a Million Customers: How to Win in SMB | BILL CEO and Founder René Lacerte

Oct 22, 2024 bullish

Assertion Not yet assessed · timeframe Oct 2025

BILL's spend management product Divvy is growing roughly 30% year-over-year

“And the spend and expense platform that used to be Divi now built, it's growing exceptionally well. So, roughly, 30% year over year.”

René Lacerte Oct 22, 2024 ▶ 49:42 Approaching Half a Million Customers: How to Win in SMB | BILL CEO and Founder René Lacerte

Divi

Mentions by year

Everything said about Divi, oldest first

Turn any episode into a week of clips.