Private equity SaaS investments

What experts have said about Private equity SaaS investments

1 statement · 1 mixed

1. David Oliver SacksMixedApr 24, 2026· All-In with Chamath, Jason, Sacks & Friedberg

   David Sacks is bullish on SaaS pricing but bearish on its cash-flow predictability.

   “I would be bullish for private equity just based on pricing. But the bearish part is that in order for their business model to work, you have to have predictable cash flows.”

   Listen at 29:29

   Open the episode · SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.