Everett Randle
speaker
1,301 appearances
6 recordings
1 series
first heard Apr 2025
last heard 16 Jul
Everett Randle’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 — 3 in all, peaking in Nov 2025 with 2.
Appearances
look up the e-commerce penetration rate as a percentage of total commerce in the U S it's like the most straight linear line you've ever seen.
But then 2020 happens, we all get locked up and there's like this insane acceleration.
And so tech investors were always, you know, taught and trained on the fact that like growth kind of goes one way.
Like there's, it's not cyclical, it's not like up and down.
And so you look back at a lot of these investment memos and a lot of what people were thinking,
And the companies were doing unbelievably well.
All of these SaaS companies were growing 200%, 300%.
They had really good fundamentals.
The cohorts looked good.
Customers were expanding.
They were staying.
All the fundamentals were really, really good.
And then, of course, you had an overlay on top of that, which was the public markets were pricing SaaS companies at 40 to 50 times sales.
That's the craziest thing to me.
You look back at the Snowflake IPO.
And you're like, I was reading the S1 and I was like, the thing was that like less than 500 of revenue went out like $80 billion.
And I was like, okay, there's some crazy stuff that's happening right now.
But we're like, we have not seen anything, anything like the tops of the SAS 2021 bubble when like Snowflake was going out at like 120 times revenue on the public markets.
Yeah.
I think it's actually just the compression of multiples that we see now is people are just more scared of the business models.
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