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10min chapter
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
All-In with Chamath, Jason, Sacks & Friedberg
The State of the Private Company Market and Recent SaaS Trends
This chapter discusses the current state of the private company market and recent trends in the SaaS industry. They explore the increase in companies shutting down after raising significant funding, as well as VC firms laying off employees. However, they also highlight the rebounding of ARR in public SaaS companies and the positive response from the public market to downsizing firms.
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