Aram Verdian
speaker
731 appearances
1 recordings
1 series
first heard Jul 2026
last heard 24 Jul
Aram Verdian’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
from private capital.
In the past, if you were an executive in one of these companies, you were waiting for the public markets to buy a house.
Now you can do that through the private markets.
So there's less incentive for you as a management team, as an employee group at one of these companies to go public, because you can get liquidity in the private markets today.
That's why the average unicorn is 12 plus years now.
So the public markets are starving for companies.
I mean, look at the best from a cloud index.
In February, March, you should look at the SAS index.
There were six companies trading at 10 times revenue when this apocalypse hit.
Six companies, David.
Two years ago, there were dozens and dozens.
About 10 times EV to next 12 months revenue.
Six companies.
Now there's more.
There's like 13 to 15 because companies like CrowdStrike, Datadog, CloudFlare, Snowflake, they've shown enough acceleration of growth from AI.
The public markets have rewarded them.
And Palantir is the only company trading at an astronomical revenue multiple.
Now SpaceX as well.
But if you look at just SaaS companies or Bessemer Cloud Index, Palantir is the only one.
So if I think about a Databricks or Anthropic and their growth rates, if they were to go public, those growth rates in SaaS don't exist today in the public market.
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