This Week in SaaS: PluralSight Goes to Zero, Salesforce and Mongo Hit Hard, The Next IPO Candidates and How Do We Solve the Problem of Liquidity in Venture Capital
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch3 Jun 2024

This Week in SaaS: PluralSight Goes to Zero, Salesforce and Mongo Hit Hard, The Next IPO Candidates and How Do We Solve the Problem of Liquidity in Venture Capital

Jason Lemkin is one of the OG SaaS investors with all of his first five investments turning into unicorns with Pipedrive, Algolia, Talkdesk, Salesloft and RevenueCat all in his portfolio. SaaStr is the largest global community in SaaS and he has taught a generation the fundamentals of SaaS on saastr.com.

In Our First Ever Episode of This Week in SaaS

1. PluralSight Goes to Zero:

  • WTF happened to PluralSight? How did it go from $3.5BN to $0?
  • Will this have a wider impact on the willingness of PE to buy tech companies?
  • Who are the next contenders to go from hero to zero? Zendesk? Anaplan?
  • Will this generation of PE funds be let off by their LPs for a poor vintage?

2. Salesforce's Worst Stock Market Drop Since 2004 + Mongo Takes a 23% Hit:

  • Why did Salesforce lose $50BN of market cap in a single day?
  • Is the same true for MongoDB taking a 23% hit in one day?
  • What does it mean when the new normal is these once hyper-growth companies now growing only 6% per annum?

3. The Settlers into Slow Growth:

  • Why does Jason believe that Dropbox and Box have both settled into a world of slow growth?
  • What happens to Twilio from here in a world post Jeff Lawson?
  • What happens to Retool from this point on?
  • Would Jason be a buyer of Notion at $10BN?

4. Venture Capital is Broken:

  • Why does Jason believe that we need to see a relation of public multiples for the math in venture capital to work again?
  • Why does Jason believe that the way we mark portfolios with TVPI leads to corrupt and bad behaviour?
  • How does Jason think we will solve the problem of liquidity with IPOs being shut, M&A being out of the window and now PE being a doubt as the source of buyers?

Episoder(1449)

20 VC 059: How To Approach VCs with Arteen Arabshahi, VC @ Karlin Ventures

20 VC 059: How To Approach VCs with Arteen Arabshahi, VC @ Karlin Ventures

Arteen Arabshahi is a VC at Karlin Ventures, where he specialises in enterprise software, commerce platforms, and marketplaces. Prior to Karlin Ventures, Arteen spearheaded the launch of Built In LA, ...

3 Aug 201529min

FF 006: Acquired by Amazon, CEO @ Digg, EIR @ a16z and now Founder @ Pro.com with Matt Williams

FF 006: Acquired by Amazon, CEO @ Digg, EIR @ a16z and now Founder @ Pro.com with Matt Williams

Matt Williams is Founder and CEO of Pro.com. Prior to Pro.com, Matt served as entrepreneur-in-residence at Andreessen Horowitz, following his time at Digg where he led the complete overhaul of Digg wh...

31 Jul 201522min

20 VC 058: 10 Key Traits To Be A Successful Founder with David Wu, General Partner @ Maveron

20 VC 058: 10 Key Traits To Be A Successful Founder with David Wu, General Partner @ Maveron

David Wu is a General Partner at Maveron, which he joined in 2012 to help identify new investments in Web companies that have the potential to become leading consumer brands. He sourced and led Mavero...

29 Jul 201523min

20 VC 057: The Investor Checklist with Nicolas Wittenborn, VC @ Point Nine Capital

20 VC 057: The Investor Checklist with Nicolas Wittenborn, VC @ Point Nine Capital

Did you know: The name Point Nine Capital originates from the 0.9 version of a product that is early but has great potential. Nicolas Wittenborn is a VC at Point Nine Capital, one of the leading seed ...

27 Jul 201525min

Founding WIRED 2014's Winner, with Mutaz Qubbaj, Founder @ Squirrel

Founding WIRED 2014's Winner, with Mutaz Qubbaj, Founder @ Squirrel

Mutaz Qubbaj is Founder @ Squirrel, a financial wellbeing platform that allows employees to regain control of their financial lives. Mutual has celebrated much recent success with Squirrel having bee...

24 Jul 201521min

20 VC 056: The Life Cycle of Startups with Guy Turner, Partner @ Hyde Park Venture Partners

20 VC 056: The Life Cycle of Startups with Guy Turner, Partner @ Hyde Park Venture Partners

Quote of the Day: 'Invest in people who do what they say they are going to do and have done what they said they would do'. Guy Turner, 20VC Guy Turner is a Partner at Hyde Park Venture Partners where ...

22 Jul 201523min

20 VC 055: VC Done Right with Jonathon Triest @ Ludlow Ventures

20 VC 055: VC Done Right with Jonathon Triest @ Ludlow Ventures

Quote of the Day: 'Advisors are the most crucial element to success for the young generation'. Jonathon Triest, 20 Min VC Jonathon Triest is the Founder and Managing Partner of Ludlow Ventures and San...

20 Jul 201524min

Founders Friday 004: Life As A Non-Technical Co-Founder with Will Sacks, The Fertility King @ Kindara

Founders Friday 004: Life As A Non-Technical Co-Founder with Will Sacks, The Fertility King @ Kindara

Will Sacks is Co-Founder and CEO at Kindara, the fertility awareness app that provides tools to understand fertility and be in control of their own body. Kindara has achieved phenomenal success having...

17 Jul 201521min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
utbytte
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
pengesnakk
morgenkaffen-med-finansavisen
rss-politisk-preik
liberal-halvtime
lederpodden
stormkast-med-valebrokk-stordalen
rss-sunn-okonomi
rss-markedspuls-2
tid-er-penger-en-podcast-med-peter-warren
lederskap-nhhs-podkast-om-ledelse