Chapter
Clips
There are 15 private companies valued over $10 billion while there are 60 public companies of the same value.
21:16 - 22:52 (01:36)
Summary
There are 15 private companies valued over $10 billion while there are 60 public companies of the same value. Additionally, there are already 70 public companies with $1 billion in revenue for the next 12 months.
ChapterRestructuring Public Software Companies
EpisodeE103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
About two-thirds of the present public software companies will face difficulty in achieving profitability in the next two to three years.
22:52 - 25:45 (02:52)
Summary
About two-thirds of the present public software companies will face difficulty in achieving profitability in the next two to three years. Restructuring is necessary, and some of them may need to go private to reach fair valuation levels.