AODocs

also referred to as: ao docs

10 statements across 1 episodes · 6 bullish · 0 bearish · 1 people on the record · first statement Aug 18, 2026 by Stéphane Danzy · said 34 times in 1 episodes since 2026 · across every show →

Mentions by year

brought up most by Stéphane Danzy (22), Nathan Latka (12)

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2026 34 mentions in 1 episode

Why Does Google Pay Him $2M A Year? Aug 18, 2026 · 34 mentions · from 0:06
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Everything said about AODocs, oldest first

Aug 18, 2026 positive

Assertion Not checkable as stated

Danzy: A single enterprise deal covers a $100,000 conference sponsorship

“So a hundred K conference for us, a single deal from that conference pays for it.”

Stéphane Danzy Aug 18, 2026 ▶ 16:29 Why Does Google Pay Him $2M A Year?

Aug 18, 2026 positive

Opinion

Danzy: European engineers offer better technical quality than equivalent-budget US engineers

“We have more stability and more, frankly, a better technical level with European engineers than what we could find in the US for the same budget.”

Stéphane Danzy Aug 18, 2026 ▶ 4:10 Why Does Google Pay Him $2M A Year?

Aug 18, 2026 neutral

Opinion

Danzy: Google lacks document control tools because it isn't in their DNA

“Google, they don't have a tool for document control. It's not their business. It's not their DNA. And for this, it makes sense to go look on the market for specialists.”

Stéphane Danzy Aug 18, 2026 ▶ 14:33 Why Does Google Pay Him $2M A Year?

Aug 18, 2026 positive

Assertion Not checkable as stated

AODocs' top three customers each pay over $2M annually

“The top three are all above two million per year.”

Stéphane Danzy Aug 18, 2026 ▶ 11:45 Why Does Google Pay Him $2M A Year?

Aug 18, 2026 neutral

Assertion Not checkable as stated

Danzy: AODocs peaked at $200,000 per month cash burn

“The most we did actually was 200,000 a month.”

Stéphane Danzy Aug 18, 2026 ▶ 3:07 Why Does Google Pay Him $2M A Year?

Aug 18, 2026 positive

Assertion Supported

Danzy: AODocs manages documentation for Google data centers and Airbus

“We do the same with Google. We help them build data centers. We are working with Airbus as well on, on the airplane certifications.”

Stéphane Danzy Aug 18, 2026 ▶ 12:52 Why Does Google Pay Him $2M A Year?

Aug 18, 2026 neutral

Assertion Not checkable as stated

Danzy: Overall company profit margin was approximately 10% last year

“On the whole thing 10 ish percent.”

Stéphane Danzy Aug 18, 2026 ▶ 10:04 Why Does Google Pay Him $2M A Year?

Aug 18, 2026 positive

Assertion Not publicly verifiable

AODocs achieved independent profitability in 2022 after near-breakeven 2021

“And in 20, 20, 20, 21, we were like half a million in the negative, so we were almost profitable, but we became really profitable, really positive in 2022.”

Stéphane Danzy Aug 18, 2026 ▶ 2:51 Why Does Google Pay Him $2M A Year?

Aug 18, 2026 bullish

Prediction Not checkable as stated

Danzy: Combined revenue will break $60M in 2026 with higher margins

“Yeah, I think so. We have reselling activity that, that is going down. So in all numbers it might not, not move a lot, but in terms of generated margin, it's we expect a big increase.”

Stéphane Danzy Aug 18, 2026 ▶ 4:43 Why Does Google Pay Him $2M A Year?

Aug 18, 2026

Assertion Open · timeframe Aug 2026

Danzy: AODocs generates about $30M in revenue today

“AODOX is about thirty million today.”

Stéphane Danzy Aug 18, 2026 ▶ 1:39 Why Does Google Pay Him $2M A Year?

AODocs

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