Why the SaaS Apocalypse is BS & Why 50% of VCs Should Not Exist and are Tourists

Mitchell Green is the Founder and Managing Partner of Lead Edge Capital. Mitchell has led or co-led investments in companies including Alibaba, Asana, Benchling, ByteDance, Duo Security, Grafana, Mindbody, and Xamarin, among several others.

In Today's Show We Discuss:

• Is the SaaS Sell-Off Justified or an Overreaction?

• ByteDance Is the Most Underrated AI Company in the World

• Should You Be Investing Right Now or Waiting?

• AI Won't Kill Software Legacy Software Isn't Going Anywhere

• AI & Jobs: People Overestimate the Speed of Change

• Why Mitchell Thinks China Wins the AI War

• Buying Is Glamorous, Selling Is the Job

• There Are 50% Too Many VCs in the Market

• DPI Is Math, Marks Are Opinions

• How Investors Destroy Value for Founders

• Gross Dollar Retention: The Most Important Metric

• What Happens to Private Equity's Leveraged SaaS Portfolios?

• The Meme-ified Stock Market Is Making the Liquidity Problem Worse