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E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
All-In with Chamath, Jason, Sacks & Friedberg
The Fallacy of Unprofitable Software Companies
The idea that software businesses generate long-term profits is so far unfortunately been a fallacy. The cycle time for a SaaS business to build a feature set to get product market fit and to get early revenue is very short. So from an op-ex perspective these SaaS businesses just suck they don't generate free cash flow except for a few. Chumath: "I think the bloom is off the rose, but where the money can go change that though"
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