monday.com

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 22, 2023 by Jason Calacanis · said 3 times in 3 episodes since 2022 · across every show →

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brought up most by David Sacks (2), Jason Calacanis (1)

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Everything said about monday.com, oldest first

Sep 22, 2023 bearish
Assertion Supported
Calacanis: Airtable's 78x revenue multiple far exceeded public peers
“If you look at the Ford price to sales multiple, 78 acts, For an 11.7 billion dollar valuation at a hundred fifty million ARR. And you compare it to the trailing price to sales multiples. In the project management space, Monday's at 12 X plus, Asana, 6.6 X, an…”
Jason Calacanis Sep 22, 2023 ▶ 1:09:31 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
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