SCOUT· 29%1h 31m·2023-02-24·Technology

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intro: Jason's Japan trip! (1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more (23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple (29:40) VC…

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E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

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