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Tech x VCGlobalTechnology, AI, semiconductors, and venture capital for builders and investorsShowing 2 of 2
Technology, AI, semiconductors, and venture capital — curated for builders and investors.
Tech x VCGlobalShowing 2 of 2
> - Public software markets have experienced dislocations during prior technology transition periods. > - Since 2014, the software sector has experienced **nine downturns** of meaningful magnitude. Today’s compression, while significant, falls within the historical range of prior transitions. > > - A notable example was 2014–20, when SaaS valuation multiples compressed as investors asked whether cloud platforms…
*1000 Years of Technological Disruption #BofA*
- Public software markets have experienced dislocations during prior technology transition periods. > - Since 2014, the software sector has experienced nine downturns of meaningful magnitude. Today’s compression, while significant, falls within the historical range of prior transitions. > > - A notable example was 2014–20, when SaaS valuation multiples compressed as investors asked whether cloud platforms…
1000 Years of Technological Disruption #BofA