AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Predictions for 2024: What Happens to Early Stage VC Funding, Do a Load of Venture Funds Die, What do LPs Do in 2024, Does Figma Kill the M&A Market, Will IPOs Comeback & What Does a Trump Administration do for Startups with Jason Lemkin @ SaaStr
Jan 4, 2024
Jason Lemkin, Founder of SaaStr and a leading SaaS investor, discusses the venture capital landscape as we approach 2024. He reflects on 2023's standout companies like OpenAI and addresses growing concerns about early-stage funding. The conversation delves into predictions on IPOs, with major players potentially going public, and the state of the M&A market. Lemkin also highlights the impact of political changes on startups and the challenges new VCs may face, especially amidst a turbulent funding climate.
01:11:54
Episode guests
AI Summary
Highlights
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The SaaS industry is facing concerns about deceleration in growth, but there is optimism for new and innovative SaaS companies in the seed stage market.
- Late-stage funding market is now focused on finding decacorns and companies with the potential to reach $1 billion in revenue and achieve high returns.
Deep dives
Concerns about the SaaS industry's growth
There are worries about the deceleration in growth and the potential permanence of this slowdown in the SaaS industry, as public SaaS companies had their slowest pace of growth ever. Some attribute this to the saturation of the SaaS market, as software spending cannot exceed GDP indefinitely. However, there is still optimism for the seed stage market, as there will always be opportunities for new and innovative SaaS companies to emerge.
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