Rocks2GA hits $25M revenue with 35-person team, lands Saudi Aramco as client

guest of the show coming in to the TBP and Ultradome from the Reream Waiting Room. Whoa, look at this. How you doing? Let's go. We're hitting the gong for all you guys. The gong. What's the news, folks? What's the news? I'll bring the hardcore team out. Uh we launched rocks toga G. Fantastic.

We crossed 25 million rocks revenue agents running in the global 2000. It's real. There's real ROI and we're coming. So we're ready for business and uh we're ready to go. Amazing. Fantastic. What else? Yeah. What what else? Give give us the update since since the last time you were on.

Um we we came on February uh we will come back and launch uh we've we've landed obviously we still have RAM cognition and some of the biggest AI companies but we've landed the number one for kind of global 2000 in banking construction also Saudi Aramco we built a sales team which is amazing they're they're now kind of going head-to-head with some of the big incumbents so how are position the product.

Shouldn't you be dog fooding? Why do you have salespeople? Exactly. So, we ran up until recently without a sales team, but now we got to go for market share. So, we have a small elite sales team uh who can go um basically work with boards who are rolling out kind of rocks revenue agents after they've coding agents.

So, every customers rolled out coding agents over the last year. Now, now they're rolling out revenue agents and it's a game of market share and delivering ROI and and we're the fastest do it. Yeah. What's the Yeah. What's the competitive dynamic like?

I I don't I don't know a bunch of other companies in in your guys' kind of like category broadly. Meanwhile, because of how quickly coding agents have got to market. I know I can name a bunch. The big question is like seatbased versus consumptionbased.

This is the debate that a lot of people are having on the timeline these days, the SAS apocalypse or something. Uh how are you thinking about pricing as a durable advantage against incumbents? Absolutely. So our incumbents are obviously uh Salesforce. I saw the Karp episode. We're team Karp here.

Um we focus on time to value like we deliver ROI in 90 days instead of nine months. Um we focus on pay for agent actions. So the agents do work and customers only pay when the agents do work. It's not seatbased pricing. And the last is we do the palenteer style fullervice forward deployed model. Right?

So you don't need consultants and kind of professional services firms to implement the software. We do the whole whole lot. So competitive dynamics is boards want ROI in a quarter or two so that they can change the hiring plans for next year.

And we're just trying to basically pedal downhill and deliver kind of ROI fast. And it's only possible because of the team like we can outship the market and have build product that that works. And um now is the time. So um how big is the team today? I was about to ask. Yeah.

So uh kind of obviously competing with a multi,000 thousand employee organization. So core applied AI is about 25 and and kind of field plus sales is about 10 more. So about 35 people. Wow. That's a crazy balance. I like that. That's great. We try engineering as much as possible. Yeah.

And what what's the feedback cycle like from the sales folks that you have that are actually using the product? I feel like are you hiring folks from product management into sales roles or vice versa or are there some product management skills that are uniquely useful?

It's a great question and one of our sales leaders is actually our pseudo PM. So we have no PMs, no product managers, no project managers. We have engineers who ship and then we have sales people who ship ship revenue.

Um so the feedback cycle is um once we land customers we are pretty much embedded with these c uh with these uh customers.

We have field engineers or deployed engineers they feed it back to all engineers and our engineers all everybody here they're all founders uh they're are customerf facing and they take all that signal and we try to ship in days.

So we ship multiple times a day we have major release every week and and that's kind of been the the flywheel. What is the typical for deployed engineer process look like for your guys's product? I imagine it it's not quite as complex as some of the uh buildouts that Palunteer is doing for different companies.

So is it down to like you need to land an engineer at a company for or or a small team for a couple weeks, a week, a few days? What does that actually look like? Absolutely. So we try to do ROI 90 days where the first three weeks is essentially set up. So we don't do any core engineering out in the field.

So that's all done in San Francisco. Yeah. What the our four department engineers do is deeply understand the domain. So the number one global 2000 in the construction uh vertical is different than healthcare is different than u than kind of the military. So we try to uh really understand the domain.

How do they do customer acquisition and success? Encode that into our agents and then we actually build training content to reskill the whole orc. Right. Our core mission if you remember is to to build agents that makes the best better and then reskill the rest to give them a path to be kind of AI native.

So that's kind of uh what our field is doing. So supercharging and then reskilling. Well, I feel like the opportunity cost of having everyone on your team stand behind you for this interview is is insane.

Uh we're going to hit the gong and let you get back to the important work that you do, but thank you so much for coming on TVN today. Thank thanks for having us on and thanks for watching. We're all huge fans. Thank you. Congrats on all the progress, guys. Super impressive. Cheers. Bye.

Let's go to this post on the timeline from Jerry Howell uh quoting the internet hippo. It this this screenshot looks aged. Have you seen this screenshot? It looks like it's it looks like it's been screenshotted multiple times. It it has like lore to it. It's vintage.

Uh the internet hippo says, "I stepped away from my computer for a moment. When I returned, it was building something. I did not ask it to do this. We're not ready for what's coming. Tyler, do you have any idea what this image is in reference to? I I don't know. You've never seen that? Wow. Jordy, do you know what?

That's a screen saver, right? Do you know like from what machine or what era? Not a Mac? No. I believe it's like a Windows 95 screen saver. Maybe Windows I just remember this like from like computer lab. You remember school would have classes.

Imagine for sure that was actually underrated to just think that there used to class called for us it was computer lab. Yeah. No, no, you learn how to type on the computer. I you know you get your uh your your words per minute up. Uh anyway, how did you sleep last night? I actually put up the best rough you got me beat.

I got like a 54. It was a rough night. But if you want to get Whoa. 99. Let's go play some sound effects for yourself. Go to eight asleep. com. Get a pod 5. 5-year warranty, 30 risk-f free trial, free returns, free shipping. Um, we also have, you know what I did yesterday? Yes.

I reduced my caffeine intake by about 120 milligrams. Okay, that's good. Dialing back. Definitely done something. Dialing it back. That's good. Uh, well,