goodlisten

Clip

How to Build a Successful SaaS Company According to David Sacks
listen on SpotifyListen on Youtube
56:07 - 1:00:27 (04:19)

David Sacks advises SaaS founders to take seed capital and series A from an experienced, single GP who knows their business category well, and not to worry too much about dilution in the IPO process, but to focus on diversifying stock ownership.

Similar Clips
The podcast discusses the explosive growth of SaaS companies, with some going from zero to hundreds of millions of dollars in revenue within a few years.
24:24 - 27:03 (02:39)
listen on Spotify
SaaS
Summary

The podcast discusses the explosive growth of SaaS companies, with some going from zero to hundreds of millions of dollars in revenue within a few years.

Chapter
Figma's Growth and Future
Episode
"Sara's List" Update: 12 Startups Where Stock Grants Will Make You A Millionaire
Podcast
My First Million
The high gross margins and pure software nature of SaaS companies make them attractive investment options, but the market may be inflated due to investors chasing yield.
54:23 - 58:19 (03:55)
listen on Spotify
SaaS
Summary

The high gross margins and pure software nature of SaaS companies make them attractive investment options, but the market may be inflated due to investors chasing yield. There is potential for growth, but also the possibility of the market reaching its peak.

Chapter
Yammer's Trajectory and Growth in SaaS
Episode
E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave & more
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
Allocators and venture capitalists need to differentiate between high and low quality tech startups, analyzing their balance sheets for sufficient cash and path to profitability, and considering changes to public market multiples and risk premiums.
22:24 - 24:28 (02:04)
listen on SpotifyListen on Youtube
Tech Startups
Summary

Allocators and venture capitalists need to differentiate between high and low quality tech startups, analyzing their balance sheets for sufficient cash and path to profitability, and considering changes to public market multiples and risk premiums. Free cash flow growth is a critical metric in evaluating a company's potential for future success.

Chapter
What Venture Capitalists Need to Think About in a Post-COVID World
Episode
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
Brad Gerstner has published charts showing a significant increase in multiples for internet and SaaS companies during COVID over the last two years.
54:53 - 57:18 (02:24)
listen on SpotifyListen on Youtube
SaaS
Summary

Brad Gerstner has published charts showing a significant increase in multiples for internet and SaaS companies during COVID over the last two years.

Chapter
Investing During Market Turmoil
Episode
E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
The speaker ponders why Microsoft was so obsessed with Slack, given that its team's product was more competitive with Zoom, and expresses regret that we won't see the terminal value if they were left alone to execute.
15:58 - 19:51 (03:52)
listen on Spotify
Microsoft, Slack, Acquisition
Summary

The speaker ponders why Microsoft was so obsessed with Slack, given that its team's product was more competitive with Zoom, and expresses regret that we won't see the terminal value if they were left alone to execute. Despite the slack product team's slower innovation, their ability to innovate was still unique.

Chapter
The Fate of Slack: Marc Andreessen, Zachary Bogue and David Friedberg on Acquisitions, IPOs and VCs
Episode
E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
Podcast
All-In with Chamath, Jason, Sacks & Friedberg