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12min chapter
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
All-In with Chamath, Jason, Sacks & Friedberg
The Rarity of $300M ARR Companies and Implications for Valuations
This chapter discusses the rarity of companies reaching $300 million of ARR and the implications of their net dollar retention being at 100%. It also touches on the limited number of SaaS businesses valued above $1.5 billion and the potential for consolidation in the industry.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode