Arun Mathew
speaker
603 appearances
1 recordings
1 series
first heard Mar 2026
last heard 9 Mar
Arun Mathew’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.
Appearances
It was going to happen in the $250 or $300 million range.
And we had these rigid rules about like, you definitely can't pay more than six to eight times forward for vertical SaaS.
And you definitely can't pay more than 10 times forward for vertical SaaS.
We lost it because we sort of got cued on price.
And then that went on to be a $9 billion company.
If you really understood the depth of the market, and if you really understood what they were disrupting in that era, you would have...
done it even though it was a vertical SaaS where you might have otherwise historically thought it was constrained.
I think Cursor will win.
I think there's huge value to being the winner in these markets.
But the reason I think the conversation is like the framing is overly simplified is people forget we don't operate monopoly markets in this country.
Like the forces of capitalism don't permit it.
And if they did, then the federal government wouldn't permit it.
So like I think the best software company in the world is AWS.
AWS has like 35% market share.
Everyone aspires to win.
And you get into business with these founders because you believe that they can win.
But I also think the way that a number of these verticals are going to play out in a number of the AI categories, there's going to be a couple of really big companies and several of them.
Yeah, but I think it's different when you get into like the mega cap companies.
Like there are monopoly conversations and that is, you know, what the federal government is there for.
Some would argue, I would not argue, but that's what the federal government tends to do these days.
Showing 161–180 of 603 · page 9 of 31
← Previous
Next →