E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
February 24, 2023
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1:31:32Now PlayingE117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
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as posted by the channel(0:00) Bestie intro: Jason's Japan trip!
(1:04) Stripe's precarious situation: Did it miss the window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more
(23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple
(29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved
(39:05) AI's outsized impact on SaaS and real-world businesses
(55:16) Advice from Steve Jobs on customer-first product development, Section 230 update
(1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position
(1:14:24) Tinfoil hat corner
(1:23:25) Bestie wrap up!
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