The Ledger
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Walker: Tembo will have million-dollar-a-year enterprise customers
“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.”
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.”
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.”
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.”
Astronomer Hits Massive 148% Net Revenue Retention Rate
“So our churn, our, we've got a net negative churn of 48% right now.”
Tembo AI agent costs $5 to $10 per generated pull request
“The way I like to describe it is it costs usually about five, five to 10 dollars per pool request.”
Walker: Tembo has 200 active orgs and roughly 30 paying customers
“We've had you know, 200 companies create pull requests with, well, I don't know if they're companies, 200 organizations.
create pull requests with this.
You know, we've had, you know maybe 30 customers paying us something.”
Walker: Tembo reached 1,000+ merged pull requests and 2,000 signups
“We've had a thousand or more merge pool requests so far.
you know, we've had 2000 people sign up”
Astronomer Grew from Zero to $600K ARR Run Rate in 2016
“We ended the year at a 600 K ARR run rate. So we went from zero to 600.”
Walker: Astronomer Has 20 Customers at $3K Monthly ARPU
“No, we're actually, we've got 20 customers.
So yeah, average revenue historically is around three K a month.”