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$FIN-AI · Fin AI pivots to AI, hits $100M ARR in 2 years, sells to Salesforce
now playing · $FIN-AI
$NOTHINGbullish· high· pospatrick murphy
Tapestry backs Nothing on repeat founder thesis
Carl Pei's prior experience building a phone business within a conglomerate gave Tapestry confidence he could execute again, leading to over $1B cumulative revenue.
$NOTHINGbullish· high· pospatrick murphy
Tapestry backs Nothing on repeat founder Carl Pei's consumer hardware track record
Carl Pei had already built a phone business within a larger conglomerate and brought his team with him, giving Tapestry high conviction to invest despite consumer hardware being t…
$FIN-AIbullish· high· pospatrick murphy
Fin AI refounded around LLMs, scaled 0 to $100M ARR in 2 years, sold to Salesforce for $3.6B
The Intercom founders (Des, Eoin, Kieran) had 15 years of experience building a SaaS company, recognized the LLM shift early, bet the company on AI, and executed a successful pivo…
$FIN-AIbullish· high· pospatrick murphy
Fin AI pivots to AI, hits $100M ARR in 2 years, sells to Salesforce
Intercom's veteran founders recognized the LLM shift, refounded the company around AI, burned the old product, and scaled from zero to $100M revenue in two years before a $3.6B ex…
$HOPPINbullish· high· pospatrick murphy
Hoppin returns $650M to investors after COVID boom and bust
Johnny Boufarhat grew Hoppin to $100M ARR during COVID, navigated intense free-product competition, made hard wind-down decisions, and returned ~$650M to investors while carving o…
$HOPPINbullish· high· pospatrick murphy
Hoppin returned $650M to investors after COVID boom/bust, founder prioritized employee payouts
Johnny built Hoppin to $100M ARR during COVID, acquired 4-5 competitors, but when the market turned he made hard decisions to return ~$650M to investors and carved out capital for…
$LIMEbullish· medium· pospatrick murphy
Lime's core markets are Europe (London, Paris), providing critical urban infrastructure
Lime's largest markets are European cities where it has become essential transportation infrastructure (e.g., during tube strikes), proving European cities can be primary markets…
$LIMEbullish· mediumpatrick murphy
Lime cited as global-first European infrastructure play
Lime's largest markets are European cities where it has become core urban mobility infrastructure, demonstrating European-built companies can own global physical networks.