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SaaS multiple compression, downturn outlook & advice for new VCs with Jason Lemkin of SaaStr | E1461
This Week in Startups
The Tailwinds of SaaS
We're talking about tailwinds on top of trillion dollars of spend. Our job as investors is to seek out the folks that are surfing these ways because it's an awesome force. When it slows down, that's when we should panic a bit. Eventually, all the money that's going to be spent in cloud each year, absent growth in GDP will happen. At some point, it will normalize as x percent of our economy, but we're not close to that yet.
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