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A comment on Twilio set to acquire Segment for $3.2B. Parent comment

Re:Twilio set to acquire Segment for $3.2B by rasen58 on Friday October 09, 2020 @10:03PM (#24736214)
> With how frothy the public market is for SaaS companies with growth looks like their growth may have stalled out.

Can you explain what this means. Why does the first part of the sentence imply the second?

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Re:Twilio set to acquire Segment for $3.2B by cheriot on Friday October 09, 2020 @10:29PM (#24736300)
If they could show strong growth continuing they'd have made more money with an IPO than an acquisition. At least that's what the comment is suggesting.
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