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E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
All-In with Chamath, Jason, Sacks & Friedberg
Is Your Burn Multiple Greater Than Two?
I warned founders going into this year do not have a burn multiple greater than two because there's just so many headwinds right now. If your lifetime value of a customer is incorrect, which we're seeing now with people canceling SaaS products and reducing the number of seats or in cloud computing. So that LTV, if you get that wrong, that can whip saw you as well.
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