Arun Mathew
2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jul 6, 2026 by Arun Mathew · across every show →
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Everything said about Arun Mathew, oldest first
Jul 6, 2026 bullish
Mathew: Supabase is growing 350% at hundreds of millions in scale
“So we can take Supabase, for example, which is the backend database to a lot of agent workflows and agent applications. That's growing 350% at hundreds of million dollars of scale, and they have virtually no salespeople. It's all inbound.”
Jul 6, 2026 bullish
Mathew: AI model releases create tailwinds for cybersecurity platforms like CrowdStrike
“When Mythos first came out, I think the stock market thought that Mythos was going to kill a bunch of our security companies. Just look at CrowdStrike's stock price over the last six weeks. It actually is such a tailwind behind a lot of these companies, especi…”