5min chapter

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Jamin Ball - Partner at Altimeter Capital, Cloud Metrics, Macro Viewpoint for Founders, Backing Essential Companies, Trends in Cloud Data Infra

Software Snack Bites

CHAPTER

Clouded Judgment

I think the biggest takeaway over the last few years is just the correlation between interest rates valuation, right? And we had this period of time where interest rates went to zero and valuations, you know, shot through the roof. Now we're in the opposite as we've seen companies look to optimize spend, come out of that. I think looking at the latest reports from some of the cloud vendors has been really interesting.

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