AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
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
2min Snip
00:00
Summary
Transcript
Episode notes
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"
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode