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valuation

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Oct 26, 2018 by Martin Casado · across every show →

Everything said about valuation, oldest first

Oct 26, 2018
Insight
Casado: Direct sales costs dictate enterprise software margins and valuation
“That direct sales is going to by far dwarf your cost, it becomes all of your variable cost, and that will become your margin, and that will set your valuation.”
Martin Casado Oct 26, 2018 ▶ 2:55 Going to Market When No Market Exists
Jan 2, 2019 negative
Insight
Lane Fox: Startup valuation does not equal social or commercial impact
“Valuation does not equal impact. It doesn't even equal, it might equal maybe some commercial impact, although that's arguable, but it certainly doesn't necessarily, not necessarily equal social impact.”
Martha Lane Fox Jan 2, 2019 ▶ 27:50 a16z Podcast | London Calling for Tech Done in a Different Way
Sep 4, 2025 neutral
Insight
Polovets: Return multiples fall significantly after startups establish proof points
“Once they get good, the valuation skyrocket so fast that like you could still get good multiples, but they're just much lower than it, you know, early stages.”
Leo Polovets Sep 4, 2025 ▶ 3:08 Is Non-Consensus Investing Overrated?
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