The Peel(@ThePeelPod):Navan is a $7B public company today. I asked @orenzeev about watching it go from a $90M run rate to zero the month COVID hit: "That never happened to me in my career. In February 2020 they were about a $90M run rate, growing like a rocket ship. By April it was zero. Business travel went to zero, and it took much longer to come back than consumer travel. One of the reasons I have so much confidence in Navan is that they survived this. What doesn't kill you makes you stronger. I've never seen a business go from a rocket ship to zero with no visibility on when it comes back."

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The Peel@ThePeelPod

2026.10.27 13:56

Navan is a $7B public company today. I asked @orenzeev about watching it go from a $90M run rate to zero the month COVID hit: "That never happened to me in my career. In February 2020 they were about a $90M run rate, growing like a rocket ship. By April it was zero. Business travel went to zero, and it took much longer to come back than consumer travel. One of the reasons I have so much confidence in Navan is that they survived this. What doesn't kill you makes you stronger. I've never seen a business go from a rocket ship to zero with no visibility on when it comes back."