Jon Brod retweetledi
Jon Brod
3.5K posts
Jon Brod
@jbrod
Current: Founder @Roam. Previous: Founder @ Confide, Founder @ AOL Ventures, Founder @ Patch, Marketer @ NBA
NY, NY Katılım Ocak 2008
836 Takip Edilen1.7K Takipçiler
Tuesday 10:04pm, 9 engineers hard at work in our @orchard_robots office on @roam, prepping for some BIG new releases.
In awe every day of our incredible Orchard team 💪
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Love seeing this. Roam !nventors are brilliant and fast - for things big and small.
Peter Steinberg@petersteinberg
Big shout-out to @roam. A teammate had a product suggestion. Nothing big - just a little idea to remove a minor, annoying point of friction that crops up most days in using Roam. I passed the suggestion along at 3:02 PM on Tuesday. It was built by 10:30 AM Wednesday. Wow.
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April @roam !nvestor Update
+ARR +123% YoY, $3.25m
+ARR +6.8% vs last month
+1,006 logos
+1,000,000 meetings, ~5,000,000 chats
-115% NDR
*The Office That Thinks* ... Where People & AI Agents Collaborate.
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Another strong take from Walrath. This one has a bit of everything - death, taxes…and time.
Michael Walrath@michaelpwalrath
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@jbrod Thanks. I also apparently suck at finding the right X handle. I think it should be @theallinpod
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Agree or disagree, Walrath provides smart, insightful, and eloquent analysis. So refreshing in a world of increasing vitriol, trolling and slop. Welcome back, Mike!
Michael Walrath@michaelpwalrath
Respectfully, @allinpod and @davidsacks @friedberg and @chamath are getting it wrong on the Medallia meltdown. Tying to AI eating their business is premature and doesn't reflect what is most likely driving this. There's plenty to pick on here, and if they're not innovating the AI risk is FUTURE risk - but too much emphasis on that in the breakdown. The actual problems here are a bit simpler: - exorbinant entry price 11.5X revenue and 145x EBITDA for a business growing less than 20% per year - slowing growth rate (like everyone else) - not profitable enough to sustain debt and allow refinance - tough choice for Thoma Bravo to either put more equity in or let it go. This deal was a catastrophically bad entry point, into a business that had to assume growth acceleration to EVER get to an exit price that worked. Absolute top of market that has fallen precipitously since the deal.
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Oh to have been a fly on the wall during that discussion between @HarryStebbings and @michaelpwalrath
Michael Walrath@michaelpwalrath
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@michaelpwalrath Umm. Right. I meant a beast in the lowest bar sense of the word. Like a frail, feeble beast. Of course.
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Jon Brod retweetledi
