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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
Importance of measuring LTV to CAC (ROIC) Ratio
The question for the scalability of any business is, does that ratio get bigger or smaller? Does it increase or decrease? If it's getting smaller, then mathematically, you can resolve pretty quickly to the asymptotic valuation. And that's a very scary kind of circumstance when a businesses tracking that metric starts to see that metric shrink.
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