Harry Stebbings Bull Case Puts Clay at $100 Billion

Jason Lemkin retweeted a post from Harry Stebbings that laid out the bull case for Clay reaching a $100 billion valuation. Stebbings wrote that agentic GTM has just started and referenced what we thought. Lemkin is identified in the post as founder of SaaStr and co-founder of EchoSign. The statement is presented as an opinion from Stebbings and is not corroborated by other sources in the packet. No additional details on Clay or follow-up posts are included.