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20VC: Why Seed is Systemically Broken | Why Pricing is Worse Than Ever and There is More Funding Than Ever | Benchmarks for Churn, Retention and Growth Rates - Good vs Great | Why Last Vintage for Private Equity Will Suck with Jason Lemkin
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Evaluating Underrated Giants and Overvalued Entities in SaaS
This chapter explores the perceived undervaluation of Klaviyo in the SaaS sector, particularly in relation to its competitors like MailChimp and HubSpot. The discussion raises critical questions about market valuations, especially the high multiples of companies like Atlassian despite their slower growth rates.
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