Supabase

4 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Jul 6, 2026 by Arun Mathew · said 12 times in 2 episodes since 2024 · across every show →

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brought up most by Molly O'Shea (8), Arun Mathew (4)

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Everything said about Supabase, oldest first

Jul 6, 2026 bullish
Assertion Not checkable as stated
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.”
Arun Mathew Jul 6, 2026 ▶ 27:55 Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
Jul 6, 2026 neutral
Assertion Not checkable as stated
Mathew: Most agentic workflow usage is coming from inside enterprises
“Most of the usage that we're seeing is actually coming from inside the enterprise.”
Arun Mathew Jul 6, 2026 ▶ 28:18 Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
Jul 6, 2026 bullish
Assertion Partly supported
Mathew: Supabase grew from under 1M to 9M developers in over a year
“They just crossed nine million developers You know, last week when we first invested, it had under a million developers, and that was at the beginning of last year.”
Arun Mathew Jul 6, 2026 ▶ 32:01 Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
Jul 6, 2026 bullish
Assertion Supported
Mathew: 60% of Y Combinator companies now choose Supabase
“So, 60% of YC companies now choose Supabase.”
Arun Mathew Jul 6, 2026 ▶ 31:08 Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
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