
E61: What does Salesforce's revenue miss mean for SaaS?
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Private Equity Ownership, Mergers & Acquisitions, and Founders' Mindset
The chapter delves into the implications of private equity ownership on innovation and the pressures faced by organizations to invest in product quality. It also discusses predictions in the private equity and growth equity market, expectations of increased M&A activities, and the evolution of founder expectations regarding company valuations. The conversation touches on resetting financial expectations, enjoying the entrepreneurial journey, and the importance of long-term business planning over short-term gains.
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