Contrary Research @Contrary_Res
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Consolidation is all the rage in cybersecurity, with big acquirers like Crowdstrike, Cloudflare, and Wiz looking for deals (e.g. Lacework). But despite the consolidation, 51% of IT decision makers expect the number of vendors in their stack to increase in the next 12 months.
Today, Rippling announced $200M in funding at a $13.4B valuation. In 2023, the company had ~$350M in ARR. But back in 2019 at ~$3M ARR, the team put out a Series A memo laying out everything they wanted to accomplish. Here’s how they’ve stacked up to their own expectations…
Builders build. The story of @Rippling is already remarkable and the best is yet to come. Wtg @parkerconrad and team.
Builders build. The story of @Rippling is already remarkable and the best is yet to come. Wtg @parkerconrad and team.
Parker is just getting started. Rippling's published ambitions, big as they are, are a proper subset of their actual ones.
Parker is just getting started. Rippling's published ambitions, big as they are, are a proper subset of their actual ones.
Rippling has to be the greatest comeback in the history of tech. Here's the story told through interviews with the team. Great analysis in the quoted thread below.
Rippling has to be the greatest comeback in the history of tech. Here's the story told through interviews with the team. Great analysis in the quoted thread below. https://t.co/OfJjdyJavq
.@parkerconrad is a god damn beast.
.@parkerconrad is a god damn beast.
That’s almost 3x the highest valuation Zenefits ever had, in case you’re keeping score at home
That’s almost 3x the highest valuation Zenefits ever had, in case you’re keeping score at home
I thought this was a really good thread comparing Rippling's original investor memo from our series A, vs the latest version today.
I thought this was a really good thread comparing Rippling's original investor memo from our series A, vs the latest version today.
Mostly Borrowed Ideas @borrowed_ideas
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⬆️🧵 2/2. ref. above More on #Mercury Fintech Demo: demo.mercury.com/dashboard [ loom.com/share/0a343e2a… ] +there’s an overview of MERCURY >> research.contrary.com/reports/mercury via @Contrary_Res / although last updated April 2023❕ ↘️ excerpt below ▫️👓 also sacra.com/c/mercury/
Excellent and deserved on my man @traestephens. A great patriot, husband, dad and investor and friend! newcomer.co/p/the-investor…
If you want to do this come chat with us @every!
I see this is resonating and tbh I think there are like a couple dozen different niches within software that could support their own big success stories Huge open lane right now
When security budgets are unlimited, CISOs prefer buying best of breed solutions
Consolidation is all the rage in cybersecurity, with big acquirers like Crowdstrike, Cloudflare, and Wiz looking for deals (e.g. Lacework). But despite the consolidation, 51% of IT decision makers expect the number of vendors in their stack to increase in the next 12 months.
Designers, start your Config week in SF at Pixel Punch, a curated event of design lightning talks and drinks with senior design leads from Replit, Hex, Faire, and Glean.
Can confirm! That's us @anduriltech
After a bootcamp, engineer at a customer was so pumped he built 85% of an AIP App on a Friday night Bootcamping is believing.
Just another day at Anduril.
The @usairforce has selected Anduril to design, manufacture, and test production-representative Collaborative Combat Aircraft (CCA). In this era of great power competition, there is no time to waste on business as usual. We look forward to delivering CCAs on schedule, within…
I'm thrilled to share a research report I've been working on for a few months: The rapid evolution of the modern security data platform. While Splunk has long been a cornerstone within large enterprise Security Operations Centers (SOCs), a paradigm shift is underway. Traditional…
The narrative elasticity of public companies is fascinating. There is almost always a "bear case" that gets amplified after a few bad quarters. I remember being at a public investor group lunch to discuss CrowdStrike where I was the only bull (out of twenty!). The bear case…
I did this role for Sam many years ago. It made a big dent in the trajectory of my career and life!
We're hiring for Boulton & Watt's first intern (associate/CoS) -> this is a great way to see how we build companies and learn directly from us.
Very interesting contrarian perspective on startup building from Rippling cofounder @parkerconrad
(con't) In 2021, Parker Conrad gave a talk at Startup Grind entitled "The One Thing Everyone Knows About Building a Startup is Wrong" In it, he articulated the idea of a Compound Startup:
I got 25/36 on this facial expression reading test. I was curious how Jessica would do, so I sent it to her. She got 36/36. She really is the social radar. (via @markessien) s3.amazonaws.com/he-assets-prod…
Today, Rippling announced $200M in funding at a $13.4B valuation. In 2023, the company had ~$350M in ARR. But back in 2019 at ~$3M ARR, the team put out a Series A memo laying out everything they wanted to accomplish. Here’s how they’ve stacked up to their own expectations…
Builders build. The story of @Rippling is already remarkable and the best is yet to come. Wtg @parkerconrad and team.
Today, Rippling announced $200M in funding at a $13.4B valuation. In 2023, the company had ~$350M in ARR. But back in 2019 at ~$3M ARR, the team put out a Series A memo laying out everything they wanted to accomplish. Here’s how they’ve stacked up to their own expectations…
Damn
Today, Rippling announced $200M in funding at a $13.4B valuation. In 2023, the company had ~$350M in ARR. But back in 2019 at ~$3M ARR, the team put out a Series A memo laying out everything they wanted to accomplish. Here’s how they’ve stacked up to their own expectations…
Good breakdown of Rippling. It's possible they will IPO at this valuation. Think Workday $WDAY
Today, Rippling announced $200M in funding at a $13.4B valuation. In 2023, the company had ~$350M in ARR. But back in 2019 at ~$3M ARR, the team put out a Series A memo laying out everything they wanted to accomplish. Here’s how they’ve stacked up to their own expectations…
So much respect for Parker
Today, Rippling announced $200M in funding at a $13.4B valuation. In 2023, the company had ~$350M in ARR. But back in 2019 at ~$3M ARR, the team put out a Series A memo laying out everything they wanted to accomplish. Here’s how they’ve stacked up to their own expectations…
@Contrary_Res has best Rippling Case study by @sachinmaini & @AlanSoclof
Today, Rippling announced $200M in funding at a $13.4B valuation. In 2023, the company had ~$350M in ARR. But back in 2019 at ~$3M ARR, the team put out a Series A memo laying out everything they wanted to accomplish. Here’s how they’ve stacked up to their own expectations…
These memos by @parkerconrad are as good as the memos @JeffBezos used to publish for Amazon.
Full Series A Memo: rippling.com/blog/rippling-… Full Series F Memo: rippling.com/blog/rippling-… You can also check out our full report on Rippling here: research.contrary.com/reports/rippli…
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