The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Goyal: India will produce 10+ billion-dollar SaaS IPOs or exits by 2029
“My hypothesis or my projection, Siddharth, is that in the next three to four years, you will see at least ten billion dollar plus exits or IPOs in SaaS. All built from India.”
Goyal: Late-stage venture funding will collapse in 2023
“I think 2023 is going to be a very hard time. What that means is that as public comms correct, or have corrected, I'm sorry, you will see that the late stage funding is going to go for a toss totally.”
Goyal: Profitability has replaced growth as primary driver of US SaaS multiples
“The biggest driver of multiples today is whether you're profitable or you're not profitable, right? Sentiment has changed.”
Goyal: Number of Indian $100M+ ARR SaaS companies will grow exponentially
“I think of this as an exponential curve, Siddharth, not as a linear curve. You build one today, you build three tomorrow, you build nine the year after, and then 27 the year after. So, I think of it as an exponential journey and not a linear journey.”
Goyal: Bulk of Software Incumbents Will Fail to Adapt to AI
“Some incumbents will get their act together. Bulk of the incumbents will not get their act together.”
Goyal: Mamaearth grew from ₹10Cr to ₹2,000Cr and listed in five years
“If you look at Mama's journey, we came in that company in the second half of 2018, when they were just about 10 crore run rate in five years, they crossed 2000 and listed”
Goyal: Whatfix has 65 Fortune 500 customers
“Today, they have 65 Fortune 500 customers, right? Ah, they sell, their landed revenue in enterprise accounts is north of a 100,000 dollars.”