AITomasz Tunguzabout 17 hours ago
A Winner in Every Category
3 min read
CrowdStrike trades at 34.4x forward revenue, 3.9x its security median, while Cloudflare hits 32.6x and Shopify 11.3x. Since 2021, the software valuation ceiling fell from 100x to 34x, with only eleven names clearing 10x. ServiceNow's AI book crossed $1b in annual contract value.
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