Constellation Software, every mention
5 scenes (2026) · ← back to Constellation Software
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every year 2026 anyone Rory O'Driscoll 13Harry Stebbings 4Scott Farquhar 1Sam Lessin 1Jason Lemkin 1
Verbatim, from the transcripts: the passages where Constellation Software comes up
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 1:01:29 Rory O'Driscoll Constellation and ZoomInfo stuff.
- ▶ 1:12:48 Harry Stebbings Which is kind of, could be in the same realm in some respects, but I mean, I actually really wanted to do this, which we mentioned last week, Bending Spoons, their IPO, very successful, uh, and needing the B to B version of that, um,… 4 times in the scene
- ▶ 1:18:03 Rory O'Driscoll Do you think at three X run rate revenues for a Constellation, which is a buy rolled cash flow business buying pre AI business, do you think that's a good bet or do you think that's fairly valued, dirt cheap, going to zero from here? 3 times in the scene
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 45:51 Rory O'Driscoll It would be like as if all the SaaS, it's not quite the same, it would be like all the SaaS companies that were slow growth were trading at two times revenues, and Constellation Software, which is a roll-up of SaaS companies, was trading… 4 times in the scene
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 52:56 Jason Lemkin One and a half, one to two times revenue will capitulate, and you'll see these, these sort of Frankenstein B to B companies that have, there are many constellations or whatever, but it's the best play left, right?