Beth Kindig on Cloud & Tech Cycles
As I've shared, tech/growth is going to see more challenges in a slowing growth environment
The dotcom bust is not what we’re looking at here because technology today plays a much greater role but I will say that some of the parallels around the private markets are there. - Beth Kindig
And if you look at the growth of global venture dollar volume from 2012 to 2021 it’s quite astonishing
I have warned readers many times about tech/growth, especially the richly valued cloud stocks. Let’s dig more into what she is saying and implying for 2023.
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