SAS multiples

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 2, 2026 by Oren Zeev · across every show →

Everything said about SAS multiples, oldest first

Feb 2, 2026 bearish
Assertion Partly supported
Zeev: SaaS multiples are at 10 to 12 year lows
“SAS multiples, for example, are lower than they've been in the past 1012 years.”
Oren Zeev Feb 2, 2026 ▶ 6:00 Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
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