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SaaS software companies

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

Everything said about SaaS software companies, oldest first

Apr 24, 2026 bearish
Prediction Not checkable as stated
Palihapitiya: SaaS multiples will compress to 3x-5x free cash flow if cash flows drop off
“The problem is that if you cut everybody's cash flows off at year five or six or seven, Then all of a sudden, I think you see the natural compression to between three and five times free cashflow.”
Chamath Palihapitiya Apr 24, 2026 ▶ 34:03 SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
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