E57: The $100M Software Company Nobody Wants to Buy
In this episode of The SaaS Operators Podcast, we talk about what happens to traditional software companies as AI makes it easier to build software, replace existing tools, and move faster with smaller teams.Rishabh argues that many software companies now have a difficult valuation problem. A business can have strong revenue, positive EBITDA, and good retention, while investors still have no clear answer for who will buy it or how durable that revenue will be. Jeremiah explains how a buyer might value these businesses based on how quickly they can recover their investment if growth slows or…
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