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Are We Waiting for the Numbers?
Other than lay offs, are there other signs you're seeing that things are slowing down? I think we're going to want to track the hottest companies from 20 21 and see if their fund raising cadence decelerate materially. If a cohort is silent for a long period of time, that's going to be risky. And then also, we might see consolidation in certain sectors that were very hot and now are probably seeing a demand slow down.