Pedro Alves

1 appearance on the record.

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

11statements → 8claims → 0claims resolved → 3.55/5average certainty → 1.73/5average debate potential → 1said about them ↓

8 not checkable as stated how the 8 claims stand · each chip opens the sources

3 predictions · 5 assertions · 3 disclosures · every statement was checked. The predictions and assertions are the 8 claims: statements the public record can support or contradict. 0 are resolved, and 8 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 Pedro 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 Pedro Alves on measured tape to publish a rate. This says nothing about how they speak.

Everything Pedro Alves 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
Alves: Overvalued AI Startups at 200x-300x Multiples Will Fail Within a Year
“For those, I think if we wait a year, we're going to have a couple of those stories because I can see already the companies that are massively overinflated on the valuation and the amount raised in comparison to the revenue. I'm talking about, you know, betwee…”
Pedro Alves Jun 25, 2020 ▶ 21:29 AI Company Ople $15m Raised, Just $500k Revenue, Overvalued?
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?
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?
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?
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?
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?
Assertion Not checkable as stated
Alves: Recent AI Exits Reached $300M-$400M on Just $3M-$5M ARR
“In the space that we're in, like if you look at AI, there's the last two exits that I saw were in the range of the companies had between three and five ARR and sold for between three and four hundred million dollars.”
Pedro Alves Jun 25, 2020 ▶ 19:56 AI Company Ople $15m Raised, Just $500k Revenue, Overvalued?
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?
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?
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?
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?

The other half of the tape: Pedro Alves's own voice is left out of every number here. 1 statement on the record names them. every mention, with the transcript →

Statements about Pedro Alves, by other people (1)

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?

Appearances (1)

EpisodeDateSpeaking time
AI Company Ople $15m Raised, Just $500k Revenue, Overvalued? Jun 25, 2020 14m
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.