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Beth Kindig on AI, Semiconductors, and Tech Cycles
Motley Fool Money
Is the Recession Coming?
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M&A will really pick up and it'll be a survival of the fittest. The public markets haven't been through this for so long that people probably think I'm talking doom and gloom. It's actually just how tech operates and it goes through that about every 10 to 15 years. Mobile actually had a bust cycle. Already gaming had a bus cycle. Zinga is a great example. You know, they are still around, but they're not valued for worth much. So near zero at that point.
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