StarZero All shows Try the podcast clipper →

Asaf Ezra

Partner, Andreessen Horowitz · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderinvestorexecutivea16z.com ↗

Ezra co-founded Granulate, serving as its CEO until it was acquired by Intel in 2022. A former IDF Unit 8200 commander, he later joined Andreessen Horowitz as a partner focused on cybersecurity and AI infrastructure.

16statements → 12claims → 0claims resolved → 3.81/5average certainty → 1.12/5average debate potential →

12 not checkable as stated how the 12 claims stand · each chip opens the sources

1 prediction · 11 assertions · 4 disclosures · every statement was checked. The prediction and assertions are the 12 claims: statements the public record can support or contradict. 0 are resolved, and 12 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Asaf argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Asaf Ezra on measured tape to publish a rate. This says nothing about how they speak.

Everything Asaf Ezra said on Top Founders that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Not checkable as stated
Ezra: Granulate will finish 2021 with over 6x revenue growth
“We need to keep hammering on that, and we'll end the year over six times last year.”
Asaf Ezra Apr 14, 2021 ▶ 12:46 Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next?
Assertion Not checkable as stated
Ezra: Granulate's largest customer manages around 250,000 cores on the platform
“Oh, that's around 250,000.”
Asaf Ezra Apr 14, 2021 ▶ 3:47 Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next?
Assertion Not checkable as stated
Ezra: Granulate delivers 30% to 60% performance gains per VM
“We switched to something else that you can start with a single VM, but the worst case and the cost benefit is like, I'm risking single VM with this unknown company, and I can gain 30, 40, 60% on my performance improvements.”
Asaf Ezra Apr 14, 2021 ▶ 4:53 Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next?
Assertion Not checkable as stated
Granulate drove over $30 million in total customer compute savings in 2020
“Over thirty million.”
Asaf Ezra Apr 14, 2021 ▶ 7:58 Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next?
Disclosure
Granulate sold slightly more than 10% in its $30M Series B
“Yeah, slightly more.”
Asaf Ezra Apr 14, 2021 ▶ 12:05 Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next?
Disclosure
Ezra: Granulate prices on per-core per-hour usage, not cost savings
“So we price it on a per core per hour basis. It's price per usage, not per on the cost reduction.”
Asaf Ezra Apr 14, 2021 ▶ 2:35 Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next?
Assertion Not checkable as stated
Ezra: Some Granulate customers expand from 30 to 3,000 machines in two weeks
“And then we have customers starting at 30 machines going all the way to 3000 in two weeks.”
Asaf Ezra Apr 14, 2021 ▶ 3:33 Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next?
Assertion Not checkable as stated
Granulate captures roughly 20% to 25% of customer net compute savings
“On average, granularly a customer, if they choose to take all the benefit into cost reduction, see about 75 to 80% of net savings. But they keep, and granulate is paid around 20 to 25% of the net savings.”
Asaf Ezra Apr 14, 2021 ▶ 7:11 Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next?
Assertion Not checkable as stated
Granulate recruits R&D primarily from founders' former military intelligence unit
“Our R&D team makes most of the company and they're all coming from the same pretty much the same group within the army that my co-founder and I came from.”
Asaf Ezra Apr 14, 2021 ▶ 8:18 Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next?
Disclosure
Granulate aims to double quota-carrying sales reps to 30 by year-end
“15 or so, 12 or so, by the way. And we're going on to 30 at the end of the year.”
Asaf Ezra Apr 14, 2021 ▶ 9:04 Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next?
Assertion Not checkable as stated
Ezra: Over 65% of Granulate sales representatives hit quota targets
“Yeah, I think we're over 65% at this point.”
Asaf Ezra Apr 14, 2021 ▶ 10:41 Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next?
Disclosure
Ezra: Granulate has raised almost $50 million in total capital
“So we've raised almost fifty million dollars in total. Last round was a series B in December.”
Asaf Ezra Apr 14, 2021 ▶ 10:50 Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next?
Assertion Not checkable as stated
Granulate more than doubled its headcount from 22 employees in four months
“We were 20 one or 22, I think, in December. And as you can probably understand, we're over double that.”
Asaf Ezra Apr 14, 2021 ▶ 11:20 Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next?
Assertion Not checkable as stated
Granulate's average existing customer contract value tripled over the past year
“I think that the average customer value tripled from existing customers over the last year.”
Asaf Ezra Apr 14, 2021 ▶ 15:58 Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next?
Assertion Not checkable as stated
Granulate's net dollar retention is over 120%
“Is it fair to say your net dollar retention on the base that you had active a year ago is over a 120%? [978] Asaf Ezra: Yeah.”
Asaf Ezra Apr 14, 2021 ▶ 16:12 Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next?
Assertion Not checkable as stated
Granulate serves over 50 customers as of April 2021
“Over 10 times that.”
Asaf Ezra Apr 14, 2021 ▶ 14:29 Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next?

Appearances (1)

EpisodeDateSpeaking time
Granulate Breaking Records in Cloud Computing Savings Space, $30m Revenue Next? Apr 14, 2021 10m
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 2,600 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more