GAAP

topic on 5 shows · 5 statements across 5 episodes · said 2 times in 1 episodes since 2019

the a16z Podcast 2 Lenny's Podcast the Official SaaStr Podcast Top Founders 20VC

Mentions by year, every show

tap a year for its mentions
0011212019episodesmentions
0112019episodes it came up in
0010.5212019episodesmentions per episode

the a16z Podcast 2

2019 2 mentions in 1 episode

every mention on every show, scene by scene, with the transcript →

5 statements about GAAP, every show

Moore: Cash flow positivity matters for crossing the chasm, not GAAP profitability
“All you really care about is cashflow positive. I just want to be able to keep, I want to keep doing what I'm doing. So you don't care about the actual gap accounting at all.”
Geoffrey Moore Jan 25, 2024 ▶ 51:47 Geoffrey Moore on finding your beachhead, crossing the chasm, and dominating a market
20VC Insight
Tobi Lütke: Most SaaS company value is impossible to capture under GAAP
“Most of the value of, like, of a SaaS company is, like, extraordinarily hard to value from a GAAP perspective. Like, Shopify's ability to hire the best engineers in the world. Like, what is that worth? Like, it's, I think it's tens of billions as a competitive…”
Tobi L–tke Apr 3, 2023 ▶ 44:59 Shopify CEO Tobi Lütke: Remote Work vs In-Person; The Benefit of Setting Constraints | E997 · 20VC with Harry Stebbings
SAASTR Insight
Lemkin: Straying from GAAP revenue accounting creates business chaos
“The further you go away from GAAP, the more Fracked up, your business is gonna be.”
Jason Lemkin Mar 10, 2023 ▶ 32:02 SaaStr APAC AMA with Jason Lemkin, SaaStr CEO
Earl: Doubling YoY revenue almost always requires operating at a GAAP loss
“It is almost impossible to double revenue year over year without going into the red from a gap perspective.”
Colin Earl Sep 27, 2021 ▶ 15:00 Agiloft Founder Feels Good About $50m Run Rate In Next 12-24 Months
SAASTR Assertion Supported
Kellogg: ASC 606 flattens price ramping into straight-line GAAP revenue
“It will drive on an ARR basis, epic net dollar retention, but on a revenue basis, ASC. So six will flatten it out. It will see right through this trick and you will just end up with a 120 K per year in gap revenue.”
Dave Kellogg Jan 10, 2021 ▶ 46:41 Churn is dead. Long live Net Dollar Retention Rate with Dave Kellogg | SaaStr Software Community

← every entity, every show

Made with StarZero

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.