Who captures the most value after the SaaS-acre? Enterprises or startups?

Hello and welcome back to Equity, the podcast about the business of startups, where we unpack the numbers and nuance behind the headlines. This is our Wednesday episode, where we niche down to a single person, think about their work, and unpack the rest.
With Alex leading today’s interview, we dove once more into the world of startup financing. In the wake of TechCrunch reporting on venture results, valuations, and unicorns more generally thanks to Q1 data, we invited Janelle Teng from Bessemer Venture Partners on the program to riff with us on the state of the cloud.
That’s also

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