Randle: Top public SaaS platforms trade above 15x NTM revenue
Everett Randle · Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings · Jun 18, 2026 · at 58:54
Everett Randle (Benchmark General Partner) discusses the public market's flight to quality among top-tier software companies with AI tailwinds.
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“You have, I mean, Palo Alto, CrowdStrike, Cloudflare, Datadog, Palantir, all these companies trade above 15 times NTM revenue again.”
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