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E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
All-In with Chamath, Jason, Sacks & Friedberg
Is Your LTV to CAC Ratio Going the Wrong Way?
The question for the scalability of any business is, does that ratio, whether it's LTV to CAC or ROIC return on invested capital, get bigger or smaller? If it's getting smaller, then mathematically, you can resolve pretty quickly to the asymptotic valuation. So I think it's very often the case that one should, as a board member, as an investor, urge entrepreneurs, CEOs, founders, managers to think really clearly about that metric.
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