Prediction certainty 4/5 debate potential 3/5

Walker: Tembo will have million-dollar-a-year enterprise customers

Ry Walker · Woah! Unicorn Founder Quits Unicorn During $213M Raise, Launches Something Bigger · Aug 8, 2025 · at 12:06

Tembo founder Rye Walker discusses enterprise contract potential and target account sizes with Nathan Latka.

0:00 / 0:07exact quote · 7.7s
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“No, we'll, we'll have million dollar a year customers. We have Fortune 50 prospect right now that, you know, they have nothing like this.”

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More from Ry Walker

Disclosure
Walker sold secondary Astronomer shares during Series B and C rounds
“I was offered a chance to sell my shares in secondary at our Series B, Series C rounds. You know, that was, this was the Zerp era, and I said yes.”
Ry Walker Aug 8, 2025 ▶ 3:19 Woah! Unicorn Founder Quits Unicorn During $213M Raise, Launches Something Bigger
Assertion Not checkable as stated
Tembo currently spends over 100% of its revenue on Claude API costs
“It's definitely more than a hundred percent of our revenue is going to Claude right now.”
Ry Walker Aug 8, 2025 ▶ 17:39 Woah! Unicorn Founder Quits Unicorn During $213M Raise, Launches Something Bigger
Insight
Walker: Go-to-market distribution is the new moat in software
“So, so I think like, yeah, so I think GTM is like the new moat, you know, like if I had a squad of, you know, 200 sellers selling our product, I don't care how good your product is. It's hard to beat us”
Ry Walker Aug 8, 2025 ▶ 18:26 Woah! Unicorn Founder Quits Unicorn During $213M Raise, Launches Something Bigger
Insight
Walker: Companies that don't execute like Frank Slootman's 'Amp It Up' will die
“I think we're in an amp it up era right now. You know, like all the stuff that they did it in an era that it, I mean, it helped them become who they are. But I think now if you don't do what they're talking about in that book, you're dead, you know? You're gon…”
Ry Walker Aug 8, 2025 ▶ 25:09 Woah! Unicorn Founder Quits Unicorn During $213M Raise, Launches Something Bigger
Prediction Not checkable as stated
Walker: Astronomer Will Probably Double Revenue in Six to Eight Weeks
“So we had new customers, you know and we're about to, like I said, add about a bunch of new ones here in the first part of the year and probably double our revenue in the next six or eight weeks.”
Ry Walker Apr 3, 2017 ▶ 13:22 EP 618: Astronomer.io 2 Yrs Old, Hits $60K MRR, $2m Raised Helping Companies Makes Sense of Data with CEO Ry Walker
Assertion Not checkable as stated
Walker expects Tembo's AI to write 50% of its own codebase
“I think we can get to 40, 50% of the code being written by Tembo. We're seeing that ourselves.”
Ry Walker Aug 8, 2025 ▶ 16:50 Woah! Unicorn Founder Quits Unicorn During $213M Raise, Launches Something Bigger
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