Posted on third June 2024 by Harry
Jason Lemkin is among the OG SaaS buyers with all of his first 5 investments turning into unicorns with Pipedrive, Algolia, Talkdesk, Salesloft and RevenueCat all in his portfolio. SaaStr is the biggest world group in SaaS and he has taught a era the basics of SaaS on saastr.com.
In Our First Ever Episode of This Week in SaaS
1. PluralSight Goes to Zero:
- WTF occurred to PluralSight? How did it go from $3.5BN to $0?
- Will this have a wider affect on the willingness of PE to purchase tech firms?
- Who’re the following contenders to go from hero to zero? Zendesk? Anaplan?
- Will this era of PE funds be let off by their LPs for a poor classic?
2. Salesforce’s Worst Inventory Market Drop Since 2004 + Mongo Takes a 23% Hit:
- Why did Salesforce lose $50BN of market cap in a single day?
- Is similar true for MongoDB taking a 23% hit in in the future?
- What does it imply when the brand new regular is these as soon as hyper-growth firms now rising solely 6% every year?
3. The Settlers into Gradual Development:
- Why does Jason consider that Dropbox and Field have each settled right into a world of sluggish progress?
- What occurs to Twilio from right here in a world publish Jeff Lawson?
- What occurs to Retool from this level on?
- Would Jason be a purchaser of Notion at $10BN?
4. Enterprise Capital is Damaged:
- Why does Jason consider that we have to see a relation of public multiples for the mathematics in enterprise capital to work once more?
- Why does Jason consider that the way in which we mark portfolios with TVPI results in corrupt and dangerous behaviour?
- How does Jason assume we are going to remedy the issue of liquidity with IPOs being shut, M&A being out of the window and now PE being a doubt because the supply of patrons?
