Vinay Iyengar(@VinIyengar):Capital seems to be flooding into growth. The common adage I hear is "it's easier to go from 100m to 1b ARR than 0 to 100m." Perhaps this is true, but the valuations you have to pay for the best growth assets don't make any sense. This feels just like 2021 all over again. So many ZIRP-era growth-stage SaaS companies are now trading at under their last private marks. History rhymes...

Vinay Iyengar

@VinIyengar

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Vinay Iyengar@VinIyengar

2026.08.12 19:10

Capital seems to be flooding into growth. The common adage I hear is "it's easier to go from 100m to 1b ARR than 0 to 100m." Perhaps this is true, but the valuations you have to pay for the best growth assets don't make any sense. This feels just like 2021 all over again. So many ZIRP-era growth-stage SaaS companies are now trading at under their last private marks. History rhymes...