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private SaaS companies

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Dec 4, 2025 by Jason Lemkin · across every show →

Everything said about private SaaS companies, oldest first

Dec 4, 2025 negative
Opinion
Lemkin: Most Private SaaS Companies Are Caught in a TAM Trap
“The majority of the private tax companies, I think, are in a TAM trap.”
Jason Lemkin Dec 4, 2025 ▶ 0:10 Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
Apr 16, 2026 bearish
Assertion Supported
O'Driscoll: Mature private SaaS companies trade at 2x-4x revenue multiples
“The first thing is these kinds of companies are trading, excuse me, at two to four tons of revenues.”
Rory O'Driscoll Apr 16, 2026 ▶ 1:17:03 SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
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