Kelly Soderlund
@KellyLSoderlund
"@Samsara at 10.8x. Vertical SaaS’s median is 4.0x. The 25 trillion data points a year crossing its platform, dashcam imagery & maintenance workflows that, as Sanjit Biswas put it, aren’t found on the Internet 4, are the training data no foundation model can buy."
Tomasz Tunguz@ttunguz · Aug 11The collapse in SaaS has depressed multiples. But in nearly every category, a leader thrives. x.com/i/article/2087…
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