Latest / The Official SaaStr Podcast: SaaS | Founders | Investors
20VC x SaaStr This Week: Are Burn Multiples BS in an AI World? Plus Sam Altman’s $1TRN Energy Problem, Zuck’s AI Strategy Crisis & The Great PE Reckoning
We’re back! Our latest deep dive with Jason Lemkin (SaaStr), Rory O’Driscoll (Scale Venture Partners), and Harry Stebbings (20VC).
And come join the team LIVE at SaaStr AI London, Dec 1-2!! More here.
Bottom Line Up Front
The classic venture playbook is almost … no more.
* Traditional SaaS metrics like burn multiples—once the gold standard for evaluating capital efficiency—are being rendered obsolete by AI-native companies growing at unprecedented speeds with radically different unit economics.
* Meanwhile, founders with objectively good numbers (triple-triple-double-double growth, solid burn…
The skinny
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