Chamath Palihapitiya
@chamath
CEO @SocialCapital CEO @hustle Bestie @theallinpod
Learn with me: chamath.substack.com
ID: 3291691
http://chamath.substack.com 03-04-2007 06:02:29
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We talked last week on The All-In Podcast about looking at long term multiples in SaaS and our friends at Meritech Capital sent us this chart that they keep looking all the way back to the Salesforce IPO in 2004. Bottom line is that 6x NTM revenue is the 20 year trend. If you run a