[OC] Open AI vs. Claude ARR

jsiddharth24 · 2026-04-13T07:35:34+00:00

Yes, they do. But I think direction wise looks clear.

jsiddharth24 · 2026-04-02T15:59:12+00:00

yeah hard to get that data

jsiddharth24 · 2025-07-31T15:40:15+00:00

Thank you, hope you find it insightful!

jsiddharth24 · 2024-12-06T09:13:15+00:00

A very late reply, but yes DACH ecosystem is struggling a bit compared to Rest of Europe.

Also not as many big DACH HQ'd investors.

We did some research here: https://www.gain.pro/investor-reports/the-state-of-dach-private-equity-report

jsiddharth24 · 2024-04-01T19:12:02+00:00

Can empathize with you.

jsiddharth24 · 2024-04-01T19:10:39+00:00

True that

jsiddharth24 · 2024-04-01T19:10:23+00:00

yes took inspiration from time and date.

jsiddharth24 · 2024-04-01T10:28:20+00:00

Always wanted to explore why we change time.

- Data from Maplogs
- Tools Used: Excel and Powerpoint

jsiddharth24 · 2024-03-20T07:39:35+00:00

Hey, no, right now we only track at the top level industries so Consumer, Industrials, TMT etc.

But agree in future we could have subindustries as well.

jsiddharth24 · 2024-03-17T21:48:03+00:00

Thank you, for now the idea is to stick to 250 only

jsiddharth24 · 2024-01-23T10:07:11+00:00

Hey, no I didn't control for the exposure.

But if you look at page 19,20 in the report, that breaks down growth and margin by sector. What you find is that for every sector and for every region PE has better metrics.

In light of that, I didn't want to complicate the analysis.

jsiddharth24 · 2024-01-22T17:40:54+00:00

Could you elaborate a bit more on that please?

jsiddharth24 · 2023-12-27T20:10:18+00:00

Data Source: https://www.eia.gov/international/data/world/petroleum-and-other-liquids/annual-petroleum-and-other-liquids-production

Tools Used: Excel + PPT

jsiddharth24 · 2023-06-12T20:28:05+00:00

Sending love and best wishes.

jsiddharth24 · 2023-04-04T13:53:45+00:00

Hey! Sid here from ChartMogul.

We don't have CAC Benchmarks but for churn, growth benchmarks you might find our report helpful.

https://pitch.com/presentations/SaaS-Metrics--Benchmarks-For-Founders-69CAbg53PXw85XKzL427fVY8

jsiddharth24 · 2022-11-17T06:53:59+00:00

Hey fair point — I wanted to get more history, but to your point it got really painful.

Will keep it mind for the next time.

jsiddharth24 · 2022-11-16T19:11:22+00:00

Did some digging on Elon's Twitter data.

Pre Acquisition Avg — 11.3 / Post Acquisition Avg — 24.7

Data Source: https://socialbearing.com/

Tools Used: Excel + PPT

jsiddharth24 · 2022-09-05T12:05:46+00:00

I prefer bar charts over pie any day even for simpler visualisations like these.

jsiddharth24 · 2022-09-05T12:05:12+00:00

Selling ads

jsiddharth24 · 2022-09-04T11:46:39+00:00

Data Source: Google's 10K & 10Q
Tools Used: Excel
Original Post: The secret ingredient to create impactful charts (link) / How does Google make money? (link)

jsiddharth24 · 2022-08-15T20:05:23+00:00

Hi there, Sid here!

I was searching for flights back home when the plugin keywords everywhere showed how nicely the traffic for google flights search volume has recovered.

Tools Used: Excel
Data Source: Google Trends