Tractive

What experts have said about Tractive

2 statements · 1 positive · 1 negative

1. Adir ShiffmanPositiveJul 17, 2026· The Contrarians with Adam and Adir

   Tractive qualifies as a strong business under the Rule of 40.

   “this is a business at 35 to 40 on a rule of 40. So ARR growth plus free cash. It's going to. So it's a good. Right, It's a good business.”

   Listen at 25:22

   Open the episode · Deep Dive: Bending Spoons - Genius or Disaster?
2. Adir ShiffmanNegativeJul 17, 2026· The Contrarians with Adam and Adir

   Tractive may face structural challenges competing with AirTag-like devices.

   “how is a business that tracks pets going to survive in the next five years against an air tag or the likes of that type of thing?”

   Listen at 51:33

   Open the episode · Deep Dive: Bending Spoons - Genius or Disaster?

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