Ray Wang of Constellation Research and Vala Afshar, Chief Digital Officer, had me back after a long time on DisrupTV.  It was a really great deep-dive on where venture is right now:

  • Multiples have fallen back to 2015 and 2016
  • Why VCs can’t justify investing at $100m+ valuations in many cases today
  • How optimism is bleeding out of VC, and realism has seeped in
  • Why the “next round” often isn’t coming anymore, and how everything got inverted in 2021
  • How you actually get cash-flow positive in SaaS

And following me in the above video was a great interview with the CEO of DevRev and founder and CEO of Nutanix, Dheeraj Pandey.  Stay for that one, too!  I loved his discussion in particular on how they spend $1 Billion total on sales & marketing at Nutanix, and how they could have easily done it just as well spending 25% less.

The excerpt just on venture today below:

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