Tag: valuations

  • sell on story, or sell on revenue

    If you’re an entrepreneur in the venture game, you should internalize this. You either get sold for a strategic multiple (that would be Airtable at $11.7B), or you get sold for a multiple of revenue (2-5x, likely driven by your ability to turn a profit), or you reach public markets and hopefully a self sustaining…

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  • C-suite enthusiasm over generative AI wanes, putting pressure on quick wins – “Interest in the [AI] technology fell 11 percentage points among senior executives and eight percentage points among board of directors, respectively, since Deloitte’s Q1 2024 survey.” // I think the people most enthusiastic about enterprise AI haven’t actually used even enough consumer AI…

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