Chapter
Investing in Private Companies
54:24 - 57:43 (03:19)
Investing in private companies depends on the growth rate of the company. If the company is growing at a high rate consistently, then paying a high price for a stake in the company could lead to substantial gains in the future.
Clips
The public markets are currently valuing the median SaaS company at about 5.5 times its ARR (Annual Recurring Revenue) and high growth companies at 10-20 times, as opposed to the previously thought normal range of 100 times ARR.
54:24 - 56:33 (02:09)
SaaS companies
Summary
The public markets are currently valuing the median SaaS company at about 5.5 times its ARR (Annual Recurring Revenue) and high growth companies at 10-20 times, as opposed to the previously thought normal range of 100 times ARR.
ChapterInvesting in Private Companies
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
This podcast discusses the worth of investing in high-growth private companies, with a focus on the potential returns and difficulties of tripling or doubling annual growth.
56:33 - 57:43 (01:10)
Investing
Summary
This podcast discusses the worth of investing in high-growth private companies, with a focus on the potential returns and difficulties of tripling or doubling annual growth.