public SaaS companies

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 24, 2026 by David Sacks · across every show →

Everything said about public SaaS companies, oldest first

Apr 24, 2026 neutral

Assertion Supported

Sacks: Public SaaS companies with $1B ARR trade at 3x revenue

“We're seeing public SaaS companies that are doing a billion of ARR with 20% growth rates, 80% gross margins, and they're trading at three times ARR.”

David Sacks Apr 24, 2026 ▶ 28:41 SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

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public SaaS companies

Everything said about public SaaS companies, oldest first

Turn any episode into a week of clips.