ENTERPRISE AI VALUATIONS The Harvey and Glean financings offer datapoints on what the market is currently valuing high growth, reasonably scaled (3x+ YoY, 10m+ ARR) B2B / Enterprise AI SaaS leaders at. Harvey (Legal AI): $10M ARR, $700m valuation Glean (Enterpri... See more

SUBSCALE IPOs The Meritech team @MeritechCapital continues to put out some excellent analysis. This one is on IPO scale. TLDR is that companies with less than $700m annualized revenue underperform after going public. Actually, not just underperform - they have NEGATIVE absolute returns. This... See more