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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
The LTV Number Is Not Right for SaaS Businesses
The margin that you actually make for every dollar of revenue generate fundamentally is smaller than, you know, what you think it is. You have to add people to support and ops and new servers and all the stuff you're highlighting. So yeah, that LTV number is generally not right. And that's why I say it's much more about kind of a true ROIC calculation, which is how much capital am I deploying?
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