Sethi: Deflationary tech means winning companies emerge in every sector
Arjun Sethi · VC MASTERCLASS - B2B SAAS, Quick Commerce, Peter Thiel And India’s Decade I Arjun Sethi I Neon Show · May 17, 2024 · at 38:38
Arjun Sethi, co-founder of Tribe Capital, rejects claims that enterprise SaaS is oversaturated, outlining his quantitative benchmarking approach across all sectors.
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“And so our whole point here is that if software and technology and infrastructure is inherently deflationary, you will find companies in every sector that's good. And there's gonna be winners in every category. And as long as you can benchmark that that company is a good business, and I can measure that there's a top one to 25%, depending on the stage of the risk profile, then it doesn't matter what they do.”
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