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E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
All-In with Chamath, Jason, Sacks & Friedberg
The Law of Large Numbers - What Zendesk Suffered From
The law of large numbers catches up with every company. It's so rare to have an apple or a google that can grow for 20 years at 25 plus%. At some point, 25 % growth over last year just becomes too hard and you're forced into the mid market. When you go to the midmarket and you're sewing to hundred, one thousand, two thousand percent companies, it's not clear your product is any good. So i suspect what happened at zen dusk is they said, we can make it, and we believed it in ourselves.
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