Reletter
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LongRace

Chris Murphy

Build an investing engine - process, fieldwork, deep-dive decks.

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Substack
PricingOnly free issuesPublishesMonthly
Issues2Founded8 months agoLast Issuea month ago
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Latest Issues

Glean Just Hit $300M Annual Recurring Revenue.

In late December I published a deep dive on Glean. One number in that deck has been on my mind this week: I projected the company would reach roughly $330M of ARR in 2026.

This week Glean announced it had already crossed $300M.

Thanks for...

a month ago
1

Cerebras Systems Business Primer

Cerebras Systems — A Business Primer

109 pages. Save this for the weekend.

Cerebras is one of the more interesting companies I’ve studied in years.

  • The world’s largest computer chip.

  • Token economics that look nothing like G...

2 months ago
9

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  • Chris Murphy

    Started buying stocks at 12. Helped scale a hedge fund from <$100M to $2.5B+ AUM as Senior MD. Pre-IPO investor in Slack, Palantir, DoorDash, Cerebras, Databricks, Stripe. Now making institutional-grade investing simple at LongRace.

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