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Elad Gil: AI, Angel Investing, Living Forever

"World of DaaS"

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How to Know if Your Business Is a Good Business

If the CACs start to go down over time, you know there's something goodness about this business. In many cases, some of these enterprise SaaS companies, CACs go up over time. And VUAD is CACL TV. If you're an ASP or something else keeps going up too, faster than grape. I think in general, you tend to saturate channels.

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