Tech bubble or not: the Slack acquisition analysis by Frédéric Filloux
Amazon to pay $6,000 per Slack account. Frédéric Filloux does the arithmetic on the Monday Note, and it is worth reading before the next valuation conversation.
Frédéric Filloux ran the arithmetic on the Slack acquisition rumour in the Monday Note and arrived at a figure that is hard to unsee: around $6,000 per Slack account.
The number is worth carrying into the next valuation conversation. Not because it settles whether there is a bubble, but because it forces the question every buyer should be asking, which is what a user is actually worth over the life of the relationship rather than at the moment of the headline.
Source: Monday Note, mondaynote.com.