Wall Street
3 statements across 3 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement May 3, 2024 by Jason Lemkin · said 40 times in 25 episodes since 2019 · across every show →
Mentions by year
brought up most by Jason Lemkin (20), Alex Clayton (4), Rory O'Driscoll (3), Mary D'Onofrio (2), Howard Lerman (2), Aaron Levie (2), Zach Perret (1), Ron Gabrisko (1)
tap a year for its mentions
2026 3 mentions in 1 episode
2025 7 mentions in 4 episodes 2 per episode
- The Real Data on What it Takes to Go Big and Eventually IPO with Meritech Capital
- Snowflake's AI Revolution in Sales, Marketing and GTM with Snowflake‘s CMO and Founding CRO
- Why Enterprise AI Adoption Is Moving 5-10X Faster Than Cloud with Box 's Aaron Levie and IBM's VP AI
- From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship
- every mention in 2025, scene by scene →
2024 9 mentions in 5 episodes 2 per episode
- Forget the SaaS Gloom and Doom. Just Build. with SaaStr CEO and Founder, Jason Lemkin
- The Era of HyperFunctional SaaS is Here l SaaStr CEO and Founder Jason Lemkin
- The 3 SaaS Metrics That Matter in 2024 with SaaStr CEO and Founder Jason Lemkin
- What Really Matters in SaaS in 2025 with Jason Lemkin and Dave Kellogg
- The Future of AI and Sales in SaaS with Henry Schuck, CEO of ZoomInfo and SaaStr CEO Jason Lemkin
- every mention in 2024, scene by scene →
2023 4 mentions in 3 episodes 1 per episode
- SaaStr CRO Confidential: Howard Lerman, Founder & CEO @ Roam | Founder-led Sales
- What's New at Box with Aaron Levie, CEO and Co-Founder of Box and Jason Lemkin, Founder at SaaStr
- 2024 SaaS Landscape: Why 2024 Could be Pretty Darn Good for SaaS IPOs with SaaStr CEO Jason Lemkin
- every mention in 2023, scene by scene →
2022 2 mentions in 2 episodes 1 per episode
2021 10 mentions in 5 episodes 2 per episode
- Nick Mehta CEO Gainsight + Jason Lemkin CEO SaaStr on "The Latest in Leveling Up Customer Success"
- Ask Me Anything About Customer Success with SaaStr CEO Jason Lemkin and ChurnZero CEO You Mon Tsang
- The Secrets Behind Creating Scalable Products with Box CEO, Aaron Levie and SaaStr CEO, Jason Lemkin
- The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community
- Brian Halligan, CEO and Co-Founder at HubSpot: The Secrets to $1B ARR ... And Beyond!
- every mention in 2021, scene by scene →
2020 2 mentions in 2 episodes 1 per episode
Everything said about Wall Street, oldest first
May 3, 2024 bearish
Lemkin: Dropbox trades at only 2x ARR despite generating huge cash flow
“Dropbox, 2.5 billion growing six percent. That's not a growth company anymore, is it? It's fallen to the single digit. That's 33% margins. It generates almost a billion of cash, but Wall Street doesn't care. Back out all of its cash. It's only trading at two X…”
Oct 15, 2024 neutral
Jul 15, 2026 bearish
O'Driscoll: SaaS multiples collapsed because average growth dropped to 10%
“The collapse in the SAS multiples, and you've said this, has happened because of the collapse in the SAS growth rate. I mean, we didn't just, you know, like the average company used to grow at 30%, and now it's what? It's sub 10. It's 10.”