SaaS multiples

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 24, 2026 by Jordi Hays · across every show →

Everything said about SaaS multiples, oldest first

Feb 24, 2026 bearish
Opinion
Hays: SaaS multiples are falling because AI uncertainty is driving derisking
“And if you just don't know what the world looks like or what work looks like, you want to take some risk off. You're not willing to pay the same revenue multiple that you were three years ago.”
Jordi Hays Feb 24, 2026 ▶ 11:11 Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN
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