Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
All-In with Chamath, Jason, Sacks & Friedberg
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Cloud Service Providers and Growth Metrics
Cloud service providers are thriving as cloud remains the future of software. Wizz may be aiming to maintain its independence due to concerns about deal approval. The current software multiples are relatively stable with a median of around seven. Growth categories are defined as high (30%+), mid (10-30%), and low (under 10%). With Wizz's projected growth in ARR, a 10 times offer at a 30% growth rate may not be unreasonable.
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