The venture capital benchmark for elite growth has shifted for AI companies. The old "T2D3" (Triple, Triple, Double, Double, Double) heuristic for SaaS is no longer the gold standard. Investors now consider achieving $100M ARR in under three years as the strongest signal of exceptional product-market fit in AI.

The company intentionally kept its team extremely lean, making its first hire at nearly $1M ARR. Over the next year, it grew revenue by 10x while only expanding the team to 24 people. This highlights the power of a product-led growth model to achieve hypergrowth with remarkable capital efficiency.

eSentire took seven years to hit its first million in revenue, a slow "death march." However, it only took three years to get from $1M to $10M. This highlights that the real test of scalability isn't initial traction but the speed of the next 10x growth phase.

The company scaled from near-zero to $6M ARR in under three years by consistently doubling revenue. This rapid growth was maintained even as the Ukrainian co-founder's R&D team operated in a warzone and the Israeli co-founder's team faced conflict and military drafts.

OpenAI's revenue projection of growing from $10 billion to $100 billion in three years is historically unprecedented. For comparison, it took established tech giants like NVIDIA, Meta, and Google between six to ten years to achieve the same growth milestone, highlighting the extreme velocity expected in the AI market.

Notion's funding history reveals its valuation significantly outpaced revenue, reaching $10B on just $31M ARR in 2021. However, the company subsequently grew revenue almost 20x to $600M while its valuation only increased 10%, demonstrating how outlier companies can eventually grow into seemingly inflated valuations.

Contrary to the instinct to sell a big winner, top fund managers often hold onto their best-performing companies. The initial 10x return is a strong signal of a best-in-class product, team, and market, indicating potential for continued exponential growth rather than a peak.

The company Every experienced years of flat revenue before doubling its MRR in months. This inflection wasn't just due to product improvements but required a catalyst—an appearance on a popular podcast—to reintroduce the mature product bundle to the market and ignite rapid growth.

Focus on retaining and expanding existing customer revenue (NRR) over acquiring new logos. An NRR above 120% creates compounding growth, while below 75% signals the business is dying. This metric is a truer indicator of company health than top-line growth alone.