Chapter

SAS Companies and their Valuations
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31:16 - 40:12 (08:55)

The SAS index is down to about five and a half times revenue for the median SAS company, which is growing about 20%. Bottoms-up SAS companies, that sell to the low end of the market, are the easiest kind of SAS company to start and are the ones that are most likely to be funded by experienced investors.

Clips
Bottoms-up SAS companies, which cater to the low end of the market and sell products to individuals and small corporations, are the most successful and highly funded by investors like Sacha Sacker.
31:16 - 40:12 (08:55)
listen on SpotifyListen on Youtube
SAS Companies
Summary

Bottoms-up SAS companies, which cater to the low end of the market and sell products to individuals and small corporations, are the most successful and highly funded by investors like Sacha Sacker. It's like taking a company public before it has launched its product.

Chapter
SAS Companies and their Valuations
Episode
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
Podcast
All-In with Chamath, Jason, Sacks & Friedberg