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BG2Pod with Brad Gerstner and Bill Gurley  cover image

Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner

BG2Pod with Brad Gerstner and Bill Gurley

NOTE

Evaluating Business Metrics for Growth and Profitability

Forward free cashflow multiples for UiPath and Snowflake are 20 times and 36 times respectively, while their revenue multiples for 2025 are 9x and 2025. These metrics suggest a decrease compared to previous years, raising questions about future growth and profitability. The pressure on CEOs and CIOs to focus on AI is high, leading to increased spending on AI technologies to drive business acceleration.

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