100% agree, most of the “fluff” companies will fail and this economic down period 2022 to ? Will be the 10X opportunity for venture investing, especially with the advanced in Transformer architecture and large language learning models, I think this might be a inflection point for AI
Also just boring , plain software as a service companies - that will generate Billions in future cash flow are trading cheaply, it’s the best boring in venture, and some funds are extremely good at just this niche in SaaS - the next sales force will probably be born this decade!!
100% agree, most of the “fluff” companies will fail and this economic down period 2022 to ? Will be the 10X opportunity for venture investing, especially with the advanced in Transformer architecture and large language learning models, I think this might be a inflection point for AI
Also just boring , plain software as a service companies - that will generate Billions in future cash flow are trading cheaply, it’s the best boring in venture, and some funds are extremely good at just this niche in SaaS - the next sales force will probably be born this decade!!