The a16z Podcast discusses tech and culture trends, news, and the future – especially as ‘software eats the world’. It features industry experts, business leaders, and other interesting thinkers and voices from around the world. This podcast is produced by Andreessen Horowitz (aka “a16z”), a Silicon Valley-based venture capital firm. Multiple episodes are released every week; visit a16z.com for more details and to sign up for our newsletters and other content as well!
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a16z Podcast: Valuing Today's Fast-Growing Software Companies
Here's a head scratcher: When faced with valuing software-as-a-service companies (in simple terms, those that sell software via a subscription model and the cloud), the faster the business grows the worse the economics may look. At least in the beginning. Andreessen Horowitz’s managing partner Scott Kupor, Jamie McGurk, and Preethi Kasireddy unpack the SaaS model, describe how a16z figures out the value of these companies, and determine what makes them so “sticky.” Finally, if growth hurts so bad -- in economic terms anyway -- when does it start to feel better?