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I think the title is a bit misleading, but good points raised and good data to back it up.
by kylelibra 13y ago
I think the title is a bit misleading, but good points raised and good data to back it up.
- 001sky 13y agoThe value of publicly traded SaaS companies has grown by 200 to 400% while the underlying customer unit economics of those businesses hasn't changed. Athough I tend to thing a bubble is something off by 10x not 4...What exactly is your concern about the title?
- kylelibra 13y agoI agree with what you're saying. Something needs to be off by much more before I'd personally call it a bubble. Interesting read regardless.