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Navan

3 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Jul 10, 2025 by Art Levy · said 23 times in 3 episodes since 2025 · across every show →

Mentions by year

brought up most by Art Levy (13), Molly O'Shea (9), Pedro Franceschi (1)

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2026 10 mentions in 2 episodes 5 per episode
2025 13 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Navan, oldest first

Jul 10, 2025 bullish
Opinion
Zip and Navan could become Brex's equivalent of Shopify
“Zip and Navon, I think are both examples of potential Shopify's because they're both growing extremely quickly. We're growing extremely quickly. Everyone grows together.”
Art Levy Jul 10, 2025 ▶ 1:00:34 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
Jul 19, 2026 positive
Assertion Supported
Cohen: Navan reaches over $10 billion in annual bookings
“We have more than ten billion dollars of bookings a year now, growing really, really fast.”
Ariel Cohen Jul 19, 2026 ▶ 54:22 SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI · Sourcery with Molly O'Shea
Jul 19, 2026 positive
Assertion Partly supported
Cohen: Navan grew revenue 40% last quarter and turned profitable
“We grew last quarter by 50% in terms of usage. We grew our revenue by 40%. We became cash flow positive, became profitable.”
Ariel Cohen Jul 19, 2026 ▶ 54:09 SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI · Sourcery with Molly O'Shea
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