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Martin Casado, David Ulevitch, and Ben Horowitz on a16z Infra #1
a16z Live
Is the Cloud a Good Idea?
We're in this very special macro economic time where debt is very cheap, right? The public market are valuing companies based on growth. But if the growth slows and our interes interest rates go up, that's a back rack. And i think it's very interesting to see whether we can dig our way out of it. We gong to see optimization companies. Are we going to see repatriation? Isnt going to blow up infresh structure yet again?
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