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. Chamath Palihapitiya Congrats on the new round! Decided to figure out who is paying for your product and how you’ll reach ~$100M ARR The audience here is CIOs and CTOs at regulated enterprises: healthcare, finance, and insurance companies running legacy software estates Your customer funnel is built around a $200/user self-serve subscription. Then the product loop kicks in: the software factory starts taking workload off the team The estimated numbers I see: Conversion into Enterprise customers: ~10%. Average contract value: ~$500K/year. To reach ~$100M ARR, you’d need around 200 Enterprise customers That means the $200 subscription has to bring in ~2,000 teams to hit those numbers
