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Medallia

Mentioned in 2 analyzed podcast episodes across 2 shows

Mentioned On

All-In with Chamath, Jason, Sacks & Friedberg TBPN

Episode Mentions

All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Apr 24, 2026

SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

“Customer experience SaaS acquired by Thoma Bravo for $6.4B in 2021; now handing keys to creditors with $5.1B equity wipeout”

SpaceX-Cursor Acquisition Deal StructureAI Coding Model Competition (Grok vs Claude vs GPT)SaaS Valuation Compression and Debt Impairment

TBPN · Apr 23, 2026

Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPN

“Customer feedback software company acquired by Thoma Bravo for $6.4B in 2021, now facing equity wipeout due to debt and AI disruption”

Private Equity Software WritedownsAI Disruption of Legacy SaaSMedallia Restructuring and Debt Crisis