Valuation Discrepancies
Jason questions the valuation gaps between companies like Klaviyo and Atlassian, pondering the reasons behind them. The discussion delves into the consequences of companies like Anaplan losing their innovative edge and the importance of sustaining growth to hit the rule of 40 in the market.In this clip
From this podcast
20VC
20VC: Why Seed is Systemically Broken | Why Pricing is Worse Than Ever and There is More Funding Than Ever | Benchmarks for Churn, Retention and Growth Rates - Good vs Great | Why Last Vintage for Private Equity Will Suck with Jason Lemkin
Related Questions
Do successful companies overpay for acquisitions as discussed in the episode Ep 427 Inside the Mind of a Service Business Acquirer with Jason Swenk and the clip Valuation Multiples Explained?
Do successful companies overpay for acquisitions as discussed in the episode Ep. 427 Inside the Mind of a Service Business Acquirer with Jason Swenk and the clip Valuation Multiples Explained?