20 times revenue multiple

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 14, 2026 by Rory O'Driscoll · across every show →

Everything said about 20 times revenue multiple, oldest first

May 14, 2026 bearish
Prediction Didn’t hold up
O'Driscoll: Software valuations will never reach 20x revenue multiples again
“Give me 30% growth, give me profits, give me a story that's got some future in it, and I'll get you back to five times. I'll never give you 20 times again. I won't fall for that one this time.”
Rory O'Driscoll May 14, 2026 ▶ 46:14 Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
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