annual recurring revenue

also referred to as: arr

9 statements across 8 episodes · 4 bullish · 4 bearish · 7 people on the record · first statement Sep 13, 2024 by Rohit Badangay · across every show →

Everything said about annual recurring revenue, oldest first

Sep 13, 2024 bullish
Assertion Not checkable as stated
Zamp reaches mid-seven-figure ARR with 6x YoY revenue growth
“And I think a year after, I think year after launch, or I guess like year since today, we're at almost like, what, six X revenue. So we're hitting mid seven, seven figures. They are growing pretty fast.”
Rohit Badangay Sep 13, 2024 ▶ 30:39 Zamp's Series A: $14M in 15 Months · Sourcery with Molly O'Shea
Oct 16, 2024 bearish
Assertion Not checkable as stated
Many B2B AI startups are stalling at $1 million to $3 million ARR
“We're seeing a lot of teams get stuck in like the one to three million dollar AR range. And that's harder because now you have customers in revenue and you don't have like the freedom to just completely like walk away from that, those relationships.”
Jeff Morris Jr. Oct 16, 2024 ▶ 47:11 Inside VC’s Existential Crisis: Jeff Morris Jr. on Surviving & Winning · Sourcery with Molly O'Shea
May 2, 2025 negative
Insight
Startup founders are inaccurately pitching non-recurring revenue as ARR
“Many, many times I have heard something that is not predictable, that is not recurring, be described as error. And that, you know, historically, you know, traditionally error is, is predictable. It's recurring. It's like signed, you know, contracts, usually th…”
Leigh Marie Braswell May 2, 2025 ▶ 26:20 Windsurf: The Making of a Billion-Dollar AI Company | Leigh Marie Braswell, Kleiner Perkins · Sourcery with Molly O'Shea
May 28, 2025 neutral
Insight
Series B standard is moving to $10M-$15M ARR, says Entwistle
“I'd say that probably today the minimum threshold is around five million of ARR. But really, like, 10 to 15 is starting to become standard. The sort of goalposts have moved quite a bit, and so I'd say that's rather difficult.”
John Andrew May 28, 2025 ▶ 2:10 How Wander Raised Over $100M+ to Reinvent Luxury Travel · Sourcery with Molly O'Shea
Oct 27, 2025 negative
Opinion
Annualizing experimental pilot revenue into ARR is a deceptive joke founders use
“Counting pilot revenue and counting it as ARR and annualizing it is kind of a joke, which I think a lot of founders know it's a joke, but they don't have any problems just taking whatever month's revenue is, that's all pilot revenue, and multiplying by 12.”
Alfred Lin Oct 27, 2025 ▶ 26:32 Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund · Sourcery with Molly O'Shea
Dec 27, 2025 negative
Insight
Mignano: Venture capital ARR metrics are often poorly defined and misleading
“So w one of the things that I take a little bit of an issue with right now in venture is there's so much of a focus on this ARR number. And it's not even defined properly half the time, right? Like you might just take some of these companies are literally just…”
Michael Mignano Dec 27, 2025 ▶ 9:44 Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
Mar 9, 2026 bullish
Assertion Supported
Lin: AI startups are scaling to $10M ARR faster than ever
“You see companies today going from zero to ten million in ARR in very, very fast, ah, time frames, which we have not seen in the past.”
Alfred Lin Mar 9, 2026 ▶ 6:23 Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
Mar 17, 2026 positive
Assertion Not checkable as stated
Deel reached $100 million in ARR within its first 20 months
“Applying that over the first, like, 18 months and 20 months, I think that's when we hit a hundred million”
Alex Bouaziz Mar 17, 2026 ▶ 8:48 Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares Growth Playbook · Sourcery with Molly O'Shea
Mar 17, 2026 bullish
Assertion Not checkable as stated
Bouaziz: Deel grew ARR from $800M to $1.4B+ in one year
“You can kind of say we grew from around something like 800 to 1.4 plus, right, in the last year.”
Alex Bouaziz Mar 17, 2026 ▶ 8:55 Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares Growth Playbook · Sourcery with Molly O'Shea
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