Stripe likely would have achieved a better valuation and stronger balance sheet if they had gone public in 2018 or 2019.

“the most profitable thing they could have done from an Enterprise Value perspective would probably have been to go public in 2018 2019. because they could have raised max value at Max valuation cleaned out all these options issues and have a huge balance sheet of cash”

Both enterprise-focused and SMB-focused strategies are viable for B2B SaaS companies, depending on founder market fit.

“I tend to think it's a good strategy too and and the truth is it's not one or the other I think you just have to pick you know what's your battles that you want to fight and some starts to go after Enterprises and some will go after smbs and it really comes down I think to founder market fit”