U.S. public markets

also referred to as: us public markets

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement May 17, 2024 by Arjun Sethi · across every show →

Everything said about U.S. public markets, oldest first

May 17, 2024 neutral
Insight
Sethi: US IPOs Require $200M-$300M Revenue Versus $50M in India
“So if you're in India, you go public at fifty million plus in revenue which is great. In the U S you gotta be between 200 to three hundred million revenue as a starting point, but you have to be growing 50 to 60% sort of year over year and pretty efficient wit…”
Arjun Sethi May 17, 2024 ▶ 48:40 VC MASTERCLASS - B2B SAAS, Quick Commerce, Peter Thiel And India’s Decade I Arjun Sethi I Neon Show
Aug 31, 2024 bearish
Assertion Supported
Bijapur: Private SaaS multiples dropped to 6x-10x revenue
“The multiples have definitely dropped. We are now mimicking, you know, the six to 10 X revenue multiples that we are seeing in the U S in public markets.”
Shashank Bijapur Aug 31, 2024 ▶ 18:55 Indian SaaS, AI Wave, IPO & Best Country For Co. Registration | 2024 Insights With SaaS Founder
Nov 18, 2025 bullish
Opinion
Dash: Current US public equity markets are not overvalued
“And right now, do you believe the current public markets are overvalued in the US? Somesh Dash: I do not, no.”
Somesh Dash Nov 18, 2025 ▶ 25:42 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
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