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E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
All-In with Chamath, Jason, Sacks & Friedberg
The Private Software Universe and the Public Software Universe
There are 400 companies who have an average valuation of 3 billion and then there are already 70 companies in the public markets where they have a billion dollars of next 12 months of revenue. Freeberg if these folks have to generate an 11% hurdle rate their cost of capital is 11%. The companies on the left will have to go through a lot of very difficult cost cutting potentially headcount reductions you know re-pricing of the product all kinds of things.
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