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Benchmarking Tableau's S-1: How Key SaaS Metrics Stack Up
- terravion 12y agoIncredibly insightful... but doesn't address the main question the analysis raises: How long does this train keep running? When does this tap our its market since growth of the market is the key to revenue? That question is beyond the scope of the S-1 analysis, but that's the bet in investing in this company.