The SaaS Valuation Bubble

kylelibra · on Oct 29, 2013

I think the title is a bit misleading, but good points raised and good data to back it up.

001sky · on Oct 29, 2013

The value of publicly traded SaaS companies has grown by 200 to 400% while the underlying customer unit economics of those businesses hasn't changed.

Athough I tend to thing a bubble is something off by 10x not 4...What exactly is your concern about the title?

kylelibra · on Oct 29, 2013

I agree with what you're saying. Something needs to be off by much more before I'd personally call it a bubble. Interesting read regardless.