
Tech Deciphered · 2026-03-23 · 58 min
The SaaS multiples run was long, but it had to come to an end. Or Had it? Navigation: Intro Setting The Scene The Roots - This Didn't Happen Overnight The Structural Thesis - Why This Isn't Just A Sell-Off The Private Market Fallout The Bull Case - Is The Market Wrong? Separating The Wheat From The Chaff - Who Survives? Wrap-Up & Key Takeaways Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West , co-founder of App Annie / Data.ai , business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon , @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news