Ev Williams

speaker

383 appearances 2 recordings 2 series first heard Jun 2026 last heard 18 Jun

Ev Williams’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN · 18 Jun 2026 podcast

It's not like, I think some people said like, oh, well, the only thing that these incumbents are going to buy are these new age startups building AI companies if they want to buy AI companies.

And I think, I forget, I don't know when Intercom was founded.

I think it was 2012 or 2010.

2012.

So it's like, they're buying a 14-year-old company.

It's an AI play for them.

It's not that incumbents aren't going to buy older companies to bolster their AI efforts because it turns out in AI, you can teach old dogs new tricks.

The SaaS market in general obviously took a huge bath over the last year.

And until recently, every SaaS stock was getting cut in half, cut by 60%, cut by 40%.

It seemed very indiscriminate.

The nice thing that's happened for the SaaS market and the public markets for software over the last three to four months is that there's now at least a filtering mechanism.

And it seems like there are like clear scales.

And so you, I mean, you have, I mean, Palo Alto, CrowdStrike, CloudFlare, Datadog, Palantir, all of these companies trade above 15 times NTM revenue.

And so the premium stuff is still being priced at a premium, which is nice because for a while it just seemed like, wow, like I guess this category is just dead.

And I think now there's like very clear kind of scales at play.

And we were actually going through with the founder and trying to like

actually collate, well, what do public markets want to see?

What are the good attributes and bad attributes of any of these companies that impact their multiple?

I'll just go through a few of them.

So on the good side, all these companies that are trading well, they have a usage-based component that scales in relation to tokens or correlated AI.

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