According to @bobbyong, startups live or die by growth, and when growth slows, operational and market problems compound for companies and investors, source: @bobbyong on X, Dec 1, 2025. According to @bobbyong, PagerDuty (PD) is trading at roughly 2x annual recurring revenue (ARR), highlighting how decelerating growth can drive severe multiple compression, source: @bobbyong on X, Dec 1, 2025. According to @bobbyong, management teams should do what it takes to re-accelerate growth to protect valuation multiples, a takeaway that is directly tied to PD’s current ARR multiple, source: @bobbyong on X, Dec 1, 2025.