The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
This Week in SaaS: Should Wiz Have Accepted Google's $23BN Acquisition Offer, Crowdstrike: WTF Happens From Here: The Bull and the Bear Case & $1BN into Legal Tech in a Day with Clio and Harvey with Jason Lemkin
Jul 24, 2024
Jason Lemkin, a pioneering SaaS investor and founder of the large SaaS community SaaStr, delves into pivotal industry topics. He analyzes Wiz's bold decision to reject Google's staggering $23 billion offer, debating potential IPO strategies and regulatory hurdles. The discussion shifts to CrowdStrike, scrutinizing their crisis response and future market position, while pondering the duality of their bull and bear cases. Additionally, Lemkin highlights the explosive growth in legal tech, with Clio's recent impressive funding round setting a vibrant tone for the sector's future.
50:33
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Quick takeaways
- Analyzing Google's $23BN offer for Wiz, implications of Crowdstrike's crisis, $1BN in LegalTech investments.
- Challenges faced by tech investors, impact of Crowdstrike on global market, significance of services management.
Deep dives
The pretense in venture capital and the impact of liquidity concerns.
In the podcast, the speaker discusses the pretense in venture capital, highlighting the facade of pretending even amidst uncertainties. Throughout the episode, the speaker emphasizes the significance of liquidity concerns in various stages of venture funding. The discussion delves into the pressures faced by both early and late-stage investors in deploying capital and the underlying hopes for restored liquidity in the industry.
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