Ople

10 statements across 1 episodes · 3 bullish · 1 bearish · 2 people on the record · first statement Jun 25, 2020 by Pedro Alves · said 5 times in 1 episodes since 2020 · across every show →

Mentions by year

brought up most by Nathan Latka (3), Pedro Alves (2)

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2020 5 mentions in 1 episode

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Everything said about Ople, oldest first

Jun 25, 2020
Assertion Not checkable as stated
Alves: Ople currently has three fully contracted enterprise customers
“Three.”
Pedro Alves Jun 25, 2020 ▶ 15:35 AI Company Ople $15m Raised, Just $500k Revenue, Overvalued?
Jun 25, 2020 bullish
Prediction Not checkable as stated
Alves: Ople will finish 2019 at around $1M revenue
“So this year, I think it's going to be around one.”
Pedro Alves Jun 25, 2020 ▶ 12:05 AI Company Ople $15m Raised, Just $500k Revenue, Overvalued?
Jun 25, 2020 positive
Disclosure
Alves: Most Ople enterprise customers pay six figures yearly, a couple pay seven figures
“Most companies are going to be in a six figure yearly engagement with us just because of the number of people they have. Got a few. They're going to be in the five figure. And then we have a couple that are in the seven low seven figure range yearly, but those…”
Pedro Alves Jun 25, 2020 ▶ 3:24 AI Company Ople $15m Raised, Just $500k Revenue, Overvalued?
Jun 25, 2020 neutral
Assertion Not checkable as stated
Alves says Ople sunk $500,000 into its MVP before first revenue
“So that first dollar revenue was still in the first year. So I want to say. Less than a million dollars. It was in the six figures because the first check we got was in the first year by summer probably. So I want to say let's ballpark it around 500,000.”
Pedro Alves Jun 25, 2020 ▶ 6:18 AI Company Ople $15m Raised, Just $500k Revenue, Overvalued?
Jun 25, 2020
Disclosure
Alves: A $100,000 annual Ople subscription covers three to six user seats
“In, in that range, that's going to be in the three to six person team. So that's still, you know, company could be a medium sized company, but you have a small little team of analysts or business developers. And that's going to be the roughly given that range.”
Pedro Alves Jun 25, 2020 ▶ 4:14 AI Company Ople $15m Raised, Just $500k Revenue, Overvalued?
Jun 25, 2020 bearish
Assertion Not checkable as stated
Latka: Ople Burns More Cash Monthly Than Its Total Annual Revenue
“You're burning in a month more than what your total revenue annual run rate is right now.”
Nathan Latka Jun 25, 2020 ▶ 23:52 AI Company Ople $15m Raised, Just $500k Revenue, Overvalued?
Jun 25, 2020 bullish
Prediction Not checkable as stated
Alves: Ople aims to pass $4M ARR by end of 2020
“By the end of next year, yes. I want to be north of four.”
Pedro Alves Jun 25, 2020 ▶ 12:00 AI Company Ople $15m Raised, Just $500k Revenue, Overvalued?
Jun 25, 2020
Assertion Not checkable as stated
Alves: Ople's burn rate is roughly $400K monthly
“Yeah, it fluctuates around there.”
Pedro Alves Jun 25, 2020 ▶ 12:54 AI Company Ople $15m Raised, Just $500k Revenue, Overvalued?
Jun 25, 2020
Disclosure
Alves: Early investors pushed Ople to charge per model built rather than per seat
“Initially investors really wanted us to charge per model built per project done.”
Pedro Alves Jun 25, 2020 ▶ 2:55 AI Company Ople $15m Raised, Just $500k Revenue, Overvalued?
Jun 25, 2020
Assertion Not checkable as stated
Alves: Ople is engaged with about 12 accounts across pilots and full deployments
“Today, customers that we're fully engaged with either in pilot or above, it's about a dozen post pilot, full, then we're talking about a handful.”
Pedro Alves Jun 25, 2020 ▶ 13:55 AI Company Ople $15m Raised, Just $500k Revenue, Overvalued?
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