Valuation Shifts
The conversation explores the dramatic decline in fintech valuations, highlighting how they peaked at 25x forward revenue multiples before plummeting to around 4x. There's a reflection on the misconception that Covid permanently altered growth trajectories, revealing that it merely accelerated demand. The discussion also emphasizes the rapid cycles within startups and technology, contrasting them with the longer, more traditional business cycles.In this clip
From this podcast
Equity
Fintech's fever can't make up its mind
Related Questions