3 Comments

Shocked that Data Management isn't one of your themes in 2023. Data problems are everywhere and there is MASSIVE value to be unlocked with proper information management (clearly I am biased).

Expand full comment

How easily we forget the tortoise won the race. Even big players make bad investments from time to time. Companies can spring up overnight (to short-success), but great companies spring up over time (long-term success). Great companies, overtime, build solid foundations where they learn from their mistakes, pay attention to trends and at all times watch and understand their position in the market.

Prop-tech isn't going away, it's returning to normal, as you alluded to. The companies that were moving consistently forward and surviving the bubble will find themselves visible amidst the rubble. I guess one way to get noticed is to simply survive.

I appreciate your sincere and honest look.

Expand full comment