Pallet founder reveals 0-to-$10M+ ARR year after betting the company on a pivot no one believed in

marcbhargava · x · 2026-09-16

TryPallet founder Sushanth Raman shares the untold story of restarting his fast-growing startup two years ago because he believed it had a ceiling. The pivot drew resistance from customers, departing teammates, and an investor who threatened to sue — yet within a year the company went from $0 to over $10M ARR, landing some of the largest companies in the physical economy. He and Kevin Zhang of Bain Capital Ventures discuss what drove the decision, what it cost, and what came next.

Related event: Pallet founder bet on pivot despite backlash, hits $10M ARR in a year(2 posts)→

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