20VC: Why VC is Distorting a Generation of SaaS Companies & With $900M in ARR and a Market Cap of $2.6BN is Lightspeed the Most Misunderstood Public Company with Dax Dasilva, Founder & CEO @ Lightspeed

This podcast episode delves into Dax's journey with Lightspeed, highlighting the significance of product-market fit through customer engagement, the impact of bootstrapping, and the challenges of navigating the SaaS investment landscape. Dax emphasizes strategic growth and profitability, the importance of strong leadership, and the need for clarity and adaptability in business operations. As he reflects on the company's evolution and the balance of profit versus growth, he underscores the power of individuals and local businesses in fostering sustainability, community, and innovation in a complex market.

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Lightspeed Story: From Bootstrapping to Profitable Growth

Product Market Fit: Iterating Quickly and Embracing Customer Feedback

The Impact of Bootstrapping and the Evolution of Lightspeed

SaaS Investors: A Broken Model?

Competing in a Crowded Market: Finding Your Right to Win

Reseller Strategies: A Powerful Channel, But One to Manage Carefully

Achieving High Velocity Sales with High ACVs

The Value of Strong Product Opinions and Deliberate Focus

Understanding Lightspeed's Value: Software and Payments

Lightspeed's Show-Me Story: Profitability and Growth

The Founder's Return: A New Phase of Profitable Growth

Navigating RIFs and M&A: Difficult Decisions for the Greater Good

The Public Market's Misalignment: A Balancing Act

Going Public at $70 Million: A Different Era

The Freedom and Responsibilities of Being Public

Lightspeed's Mispricing and the Desire for Growth

Fearlessness: A Contributing Trait, But One to Manage

Finding Your Leadership Voice: A Journey of Growth

The Power of Individuals: Making a Difference

The Ideal Board Member: Learning from Experience

The Value of a Three-Year Business Plan: Beyond Fashion

The Power of Clarity: Aligning with the Bigger Plan

Embrace the Unexpected: The Power of Serendipity

Shifting Mindsets: Balancing Profit and Growth

The Unanchored World: Nature, Spirituality, and Consumerism

Brands as the New Religion: A Search for Belonging

The Environmental Impact of Local Businesses: A Redefined Perspective

20VC: Why VC is Distorting a Generation of SaaS Companies & With $900M in ARR and a Market Cap of $2.6BN is Lightspeed the Most Misunderstood Public Company with Dax Dasilva, Founder & CEO @ Lightspeed

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

00:00The Lightspeed Story: From Bootstrapping to Profitable Growth

The Lightspeed Story: From Bootstrapping to Profitable Growth

08:00Product Market Fit: Iterating Quickly and Embracing Customer Feedback

Product Market Fit: Iterating Quickly and Embracing Customer Feedback

11:29The Impact of Bootstrapping and the Evolution of Lightspeed

The Impact of Bootstrapping and the Evolution of Lightspeed

14:05SaaS Investors: A Broken Model?

SaaS Investors: A Broken Model?

14:57Competing in a Crowded Market: Finding Your Right to Win

Competing in a Crowded Market: Finding Your Right to Win

16:16Reseller Strategies: A Powerful Channel, But One to Manage Carefully

Reseller Strategies: A Powerful Channel, But One to Manage Carefully

18:06Achieving High Velocity Sales with High ACVs

Achieving High Velocity Sales with High ACVs

20:03The Value of Strong Product Opinions and Deliberate Focus

The Value of Strong Product Opinions and Deliberate Focus

20:36Understanding Lightspeed's Value: Software and Payments

Understanding Lightspeed's Value: Software and Payments

21:18Lightspeed's Show-Me Story: Profitability and Growth

Lightspeed's Show-Me Story: Profitability and Growth

22:04The Founder's Return: A New Phase of Profitable Growth

The Founder's Return: A New Phase of Profitable Growth

24:05Navigating RIFs and M&A: Difficult Decisions for the Greater Good

Navigating RIFs and M&A: Difficult Decisions for the Greater Good

25:48The Public Market's Misalignment: A Balancing Act

The Public Market's Misalignment: A Balancing Act

27:04Going Public at $70 Million: A Different Era

Going Public at $70 Million: A Different Era

28:21The Freedom and Responsibilities of Being Public

The Freedom and Responsibilities of Being Public

29:11Lightspeed's Mispricing and the Desire for Growth

Lightspeed's Mispricing and the Desire for Growth

29:41Fearlessness: A Contributing Trait, But One to Manage

Fearlessness: A Contributing Trait, But One to Manage

31:03Finding Your Leadership Voice: A Journey of Growth

Finding Your Leadership Voice: A Journey of Growth

32:16The Power of Individuals: Making a Difference

The Power of Individuals: Making a Difference

34:12The Ideal Board Member: Learning from Experience

The Ideal Board Member: Learning from Experience

34:50The Value of a Three-Year Business Plan: Beyond Fashion

The Value of a Three-Year Business Plan: Beyond Fashion

36:28The Power of Clarity: Aligning with the Bigger Plan

The Power of Clarity: Aligning with the Bigger Plan

37:53Embrace the Unexpected: The Power of Serendipity

Embrace the Unexpected: The Power of Serendipity

39:05Shifting Mindsets: Balancing Profit and Growth

Shifting Mindsets: Balancing Profit and Growth

39:49The Unanchored World: Nature, Spirituality, and Consumerism

The Unanchored World: Nature, Spirituality, and Consumerism

41:04Brands as the New Religion: A Search for Belonging

Brands as the New Religion: A Search for Belonging

41:29The Environmental Impact of Local Businesses: A Redefined Perspective

The Environmental Impact of Local Businesses: A Redefined Perspective