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Press Space to continue
The SaaS bloodbath has been beyond brutal. Wix for more than any other. This company is doing $2.1BN in ARR and they are valued at $2.1BN. Like WTF. And, they have Base44, one of the leaders in vibe coding, now doing over $170M in ARR. What is going on? How is this being priced at $2.1BN? I sat down with @Avishai_ab and have shared the biggest lessons below. 1. How Public Markets Are Getting Both Wix and SaaS Wrong Public markets routinely misprice tech cycles, hyping vibe-coding startups…