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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
How Much Money Is This Startup Burning?
The customer acquisition cost, how much you spend to get a new AOL, Netflix, or SaaS product is critically important. How many months does it take to pay back the cost of acquiring a customer? We don't look at that exclusively though, because what expenses go into CAC is highly dependent on your accounting. There's a lot of subtle accounting decisions that have a big impact on that number.
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