E2146 Debrief
Wrapping up Vertical SaaS, Cyber SaaS, and who wants to buy a copy of the Constitution?
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Tech Topic: Wrapping up Vertical SaaS and Cyber Security SaaS
This week we wrapped up our series on Vertical SaaS and Cyber Security and made some concluding remarks about each. Here are links to those episodes in case you’d like to get caught up…
Cyber Security SaaS
Vertical SaaS
E2144 Debrief - Vertical SaaS Part 3: EverCommerce & Procore
E2145 Debrief - Vertical SaaS Part 4: Restaurant Week - Olo & Toast
Tech Topic: Crypto, web3, DAOs, and the US Constitution.
If you are curious about crypto and web3, the most interesting thing to happen in the crypto sphere yet is happening this week. A DAO (decentralized autonomous organization) is attempting to buy a copy of the US Constitution at a Sothebys auction. As of this writing, the DAO has raised $25 million. The article below by Packy McCormick provides a solid overview.
Supplemental Data
Supercompounders
Energy Data
Macro
Tech
Semiconductors
Semiconductor Industry Association Global Billings Report
Bureau of Economic Analysis Semiconductor Import / Export
Cryptocurrency
Cloud Multiples
Check out the most recent edition of Clouded Judgement for the latest SaaS multiples. Also, this week Ball covers the topic of growth durability - long story short - best in class SaaS companies are seeing long term durable growth at higher rates than ever before.
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