2min chapter

All-In with Chamath, Jason, Sacks & Friedberg cover image

E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more

All-In with Chamath, Jason, Sacks & Friedberg

CHAPTER

SaaS

The company was growing 45% last year, they're growing 35% this year. Why is it not worth a significantly higher multiple if a company's growing two and a half to three X, which is 250%, 300% and these guys are only growing 35%. Sure. I mean, it is. And that's what you're paying a premium for. But so the, so the, here's the theory of it: If you can invest in a private company that's a tripling year over year and they can do that for another five years or whatever, then you're paying for that outcome in a couple of years. Well, if you're paying 30 times today and it tri

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