SaaStr 615: Where Venture Capital Really is Right Now, With Accel, Iconiq Growth, and Salesforce Ventures at G2 Reach
The Official SaaStr Podcast: SaaS | Founders | Investors
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Is CrowdStrike a Better Company?
I think the big I totally agree with that for me, like going back to CrowdStrike and not to harp on it. You know, it's a $2 billion error company growing 56% year. With 30, right? With Marshall margin. So it's a rule of 85 company at that scale, which is unheard of. There are a set of companies that are just incredible companies out there. But you look at what CrowdStrike is valued at. It's valued on current ARR at 12 times. And you look at a forward number of nine and a half times. The challenge and the takeaway is, if you see a smaller company in maybe a less important market as endpoint
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