The Ledger
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Lemkin: Most SDRs and qualifying BDRs will be eliminated by 2026
“And I really think most SDRs will die next year, but the meat, and I know we throw around these terms differently. The BDR that sort of smarmily qualifies you that that's going to die. Like we just, there's no need for that with these tools.”
Cabane: ChatGPT will drive 25% to 33% of traffic in nine months
“I believe we're going to a webless world. I believe GPT is going to be like a quarter to a third of the traffic and nine months from now, right?”
Lemkin: Public SaaS multiples will rebound 20% to 40% by late 2023
“And so I'm pretty bullish at the end of this year. I'm bullish that multiples will be up somewhere between 20 and 40%, and I believe that will lead to a rush to deploy capital, but for founders, you have to understand that will never lead to a return of 2021.”
Pepper: SaaS Multiples Will Settle Higher Than May 2022 Levels Within 24 Months
“I happen to be one of the bulls and I'm not calling the bottom. That's not our job to pick the bottom, but my guess is that we do settle out at multiples higher than today over the next. 24 months. And we get back to that being normal as opposed to normal bein…”
Lemkin: B2B SaaS Startups Will Avoid Widespread Layoffs Due to Cash Reserves
“I don't think there's going to be very many layoffs or issues and B to B companies because they're very well funded.”
Lemkin: Founders should model a 50% drop in VC deals and funding
“I think for founders and other folks that are on this, I would model today, 50% decline in the number of companies that get funded and 50% decline in the dollars that go out there.”
Lemkin: Algolia, Talkdesk, Greenhouse, or SalesLoft will likely IPO in 2024
“We had a panel of Algolia, Talkdisk, Greenhouse, and I think SalesLoft, they're all at two hundred million and at least three of them, I think, will IPO next year.”
Schultz: New Relic will hit $1 billion revenue by fiscal 2022
“We've communicated to the street, for example, that,
Will be a billion dollars in revenue by the end of our fiscal 22.”
Lemkin: ServiceTitan will probably be the first SaaS IPO of 2024
“I think that'll be the first SAS IPO of 20, 24.”