3 ms·
Throwaway because I worked there: Re the 1-2b tweet, two important numbers (2023 ARR, and hence growth rate) are wildly off. The tweeter runs cbinsights, and
by thrwy_hyperbase 3y ago
Throwaway because I worked there:
Re the 1-2b tweet, two important numbers (2023 ARR, and hence growth rate) are wildly off.
The tweeter runs cbinsights, and then quotes cbinsights in the tweet. Super wried.
- swyx 3y agohmm thanks. anand should have gotten that feedback, and yet his correction (https://twitter.com/asanwal/status/1703598605406265535 https://twitter.com/asanwal/status/1703598605406265535) wasn't "hey i was super off"
- thrwy_hyperbase 3y agoIs he a well known person? The tone of his tweets doesn't sound like someone who owns up to mistakes.
- asanwal 3y agoThe analysis largely holds tbh even if the ARR is higher. At some point, euphoric private market valuations don't hold when there are public comps (of which there are many for Airtable) And the company if you compare to those public comps is still worth a fraction of its last valuation although to their credit is probably is worth more than its total equity funding. I'm happy to update the analysis if someone has verifiable revenue figures - else I have to use the figures that have been leaked or given to the press historically.