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.
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.
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.