The Twenty Minute VC (20VC) · Thursday, August 6, 2026
The SaaS marketplace is facing uncertainty, with discussions centered on whether the current situation represents a temporary pricing dislocation or a fundamental shift in expected long-term growth rates for SaaS companies. This uncertainty is impacting valuations and investment decisions.
“But I think the broader question which Jason hits on right is, you know, what is going on in the SAS marketplace?”
“Is this a pricing dislocation or is a fundamental change in the long term growth rate that people expect out of SAS?”
“If it's a fundamental change in the long term growth rate people expect out of SAS, then the multiples are right.”