Chapter
Assessing Business Metrics for Investing
44:42 - 48:35 (03:52)
The importance of tracking core SaaS metrics and assessing a company's business metrics when making investment decisions is discussed, using the example of WeWork and Nikola.
Clips
Jason speaks with legendary angel investor, Bill Gurley, in a candid discussion about Nikola’s fraud allegations, the state of VC investing, tech regulation, and the future of IPOs.
44:42 - 45:43 (01:00)
Summary
Jason speaks with legendary angel investor, Bill Gurley, in a candid discussion about Nikola’s fraud allegations, the state of VC investing, tech regulation, and the future of IPOs.
ChapterAssessing Business Metrics for Investing
EpisodeE43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The availability of proper SaaS metrics plays a significant role in funding decisions for SaaS businesses.
45:43 - 46:42 (00:59)
Summary
The availability of proper SaaS metrics plays a significant role in funding decisions for SaaS businesses. Without these metrics, a business is considered incompetent and unworthy of funding.
ChapterAssessing Business Metrics for Investing
EpisodeE43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Biotech companies often create their own representation of the metrics they believe should matter, which leads to a compelling narrative.
46:42 - 48:35 (01:52)
Summary
Biotech companies often create their own representation of the metrics they believe should matter, which leads to a compelling narrative. However, successful biotech companies that deliver the goods can turn into incredible businesses in the industry.