SaaS company

3 statements across 3 episodes · 0 bullish · 3 bearish · 2 people on the record · first statement May 13, 2022 by David Sacks · across every show →

Everything said about SaaS company, oldest first

May 13, 2022 bearish
Insight
Sacks: SaaS companies growing 15-20% need a decade to recover peak valuations
“When you've lost 80% of your value and you're only growing 15 to 20%, it's going to take you a decade to grow back into your old valuation.”
David Sacks May 13, 2022 ▶ 55:51 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
Oct 27, 2023 bearish
Assertion Partly supported
Chamath: Average public SaaS company is down 75%
“The average SaaS company that's public is down 75%.”
Chamath Palihapitiya Oct 27, 2023 ▶ 1:01:44 E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
Jul 23, 2024 bearish
Prediction Not checkable as stated
Chamath: Within years, $500M SaaS raises will no longer make sense
“It'll take a couple of years for us to get to that place. But in that world, there is no room for five hundred million dollars into a SaaS company.”
Chamath Palihapitiya Jul 23, 2024 ▶ 5:29 The Besties Take Napa | All-In Special
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