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Who captures the most value after the SaaS-acre? Enterprises or Startups?
Equity
The Fed Ruining the Fun
The BVP cloud index is actually up 13% as the start of January 2023. And a lot of that is due to a bit more macro stabilization. Last year was such an unstable year in terms of macro where folks didn't actually know where things might land. So at least on the horizon from a macro perspective, there is more stability. Also new secular growth vectors, including AI and specifically generative AI are very, very well received by the cloud world.
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