
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
All-In with Chamath, Jason, Sacks & Friedberg
00:00
Understanding Financial Metrics and Macroeconomic Influences
This chapter explores key financial metrics for public SaaS companies, particularly focusing on the price to ARR ratio and its historical trends. It also examines the impact of macroeconomic factors like interest rates and inflation on investment strategies in the current market.
Transcript
Play full episode