annual recurring revenue

also referred to as: arr

3 statements across 3 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Nov 14, 2024 by Jordi Hays · across every show →

Everything said about annual recurring revenue, oldest first

Nov 14, 2024 neutral
Insight
Hays: $5M–$6M ARR growing 30% is not a venture-scale opportunity
“Five, six million of ARR growing 30, 30% a year. That is a good business under most evaluations, but it's not a venture scale opportunity anymore.”
Jordi Hays Nov 14, 2024 ▶ 33:03 Low T levels at Y-Combinator (ep9)
Mar 5, 2025 positive
Assertion Supported
Hays: Cursor is generating $100M ARR with 20 employees
“And I think we're really seeing that right now in AI where you have companies like cursor, a big one, you know, with 20 people doing a hundred million of ARR.”
Jordi Hays Mar 5, 2025 ▶ 10:10 Packy McCormick Breaks Down Ramp's New $13B Valuation and Where He's Investing Right Now.
Apr 9, 2025 bullish
Assertion Supported
Swyx: Cursor Grew From Zero to $200M ARR in Two Years
“Zero to two hundred million AR in two years is crazy.”
Shawn 'swyx' Wang Apr 9, 2025 ▶ 18:24 Are AI AGENTS Learning to DREAM? | Shawn Wang on TBPN April 4th
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