Jamin Ball, Partner @ Altimeter Capital
Venture investing should focus on TAM expansion and upside potential rather than downside risk; with AI raising the ceiling from software budgets to headcount/consulting budgets, today's top-decile outcomes will dwarf historical precedents. Includes cloud SaaS valuation multiples and operating metrics.
Read the full post on Clouded Judgement ↗
Topics: Enterprise Software · AI (Horizontal)
Published by Clouded Judgement · their site ↗
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