FirstMark (@FirstMarkCap)

Congratulations @saman on an incredible milestone!

It’s been an honor to be on the journey with you. Excited for what’s to come! 🚀

saman rahmanian Verified account @saman 22h

In 4 years, we've grown Ro's revenue 10x. Today we passed $3B ARR — with fewer employees than we had in 2021.

Since our refounding, the team has locked in every single day. With maniac levels of focus.

Grateful to fight for patients alongside @ZReitano and the entire @ro team.

We're just getting started. Wait until you see 2027.

🚀
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FirstMark @FirstMarkCap 21h

@ZReitano is a singular founder and this ep is MUST listen 👇

@ro has helped millions become healthier and happier, and the company journey is full of twists and turns that every builder can learn valuable lessons from.

Incredibly proud to have backed Z and the Ro team from day one!

Patrick OShaughnessy Verified account @patrick_oshag 23h

My conversation with Zach Reitano (@ZReitano), co-founder and CEO of Ro

In four years he took Ro from a $250M run rate to over $3B, with about a third fewer people

Zach rarely does long conversations like this, so it was fun to talk about the details of what that took and everything happening in healthcare

Plus, his answer to the closing question is amazing

We discuss:
- the state of the US healthcare system
- refounding Ro
- strong attract, strong repel culture
- the notion of jobs over lives
- the power of celebrities in marketing
- the importance of tailwinds (AI, GLP-1s)
- trying to recreate his dad in software

Enjoy!

TIMESTAMPS
0:34 How Much Should We Spend on Health
4:59 The Patient Is Not the Customer
10:24 Inside Ro's Business
18:28 The Future of GLP-1s
25:46 Jobs Over Lives
30:02 The Turnaround
47:43 Where Healthcare Goes Next
1:00:27 Recreating His Dad in Software
1:06:33 Marketing Into Stigma
1:19:06 Zach's Hottest Take
1:20:58 The Kindest Thing

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FirstMark @FirstMarkCap Oct 30

Congrats to @maximbarkogan, @gil_elbaz_, and the entire @Onyx_Security team for being named to the 2026-27 Fortune Cyber 60 🚀 Proud to be on the journey with you!

FirstMark @FirstMarkCap Oct 20

Proud to lead @BabaHQ's $40M Series A!

Navigating Medicare shouldn’t be a second job for families. @_ConnorSweeney experienced this firsthand while supporting his grandmother through her recovery. That’s why he created @BabaHQ — an AI-native care team of coordinators, licensed therapists, and AI agents dedicated to delivering quality outcomes for patients and their families.

Baba has already served 10K+ patients and families, and we are excited to partner together as they work to empower every Medicare patient.

Connor Sweeney Verified account @_ConnorSweeney Oct 20

Today, @BabaHQ raised a $40M Series A.

We give each Medicare member and their family a dedicated team of advocates and behavioral health experts to keep every part of their care moving forward.

In a world obsessed with AI personal assistants, it’s never been more important to have expert humans in the loop to go the last mile, particularly in healthcare.

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FirstMark @FirstMarkCap Oct 20

Proud to be doubling down on our investment in @daytonaio, leading their $60M Series B to build the Agent Cloud! Every agent needs a computer, and Daytona is building it scale.

It's been an honor to work with @ivanburazin and we are incredibly excited for this next chapter 🚀

Ivan Burazin Verified account @ivanburazin Oct 20

We just raised a $60M Series B at a $1B valuation to build @daytonaio into the Agent Cloud.

@FirstMarkCap led the round, with all key existing investors and angels doubling down.

We're also thrilled to welcome the founders of some generational companies aboard, including @patrickc (Stripe), @tobi (Shopify), @AravSrinivas (Perplexity), @BrendanFoody (Mercor), @oliveur (Datadog), @adamdangelo (Quora) and @ericsyuan (Zoom)

We're a 35-person team. But that's about to change; we're hiring across the board, and we'd love for you to join us.

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FirstMark

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