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Capital Series: Rob Day, Spring Lane Capital
Inevitable
The Tale of Two Cities
It's really a tale of two cities right now and even within that you got to think short term medium turn long term. There's so much dry powder out there in the infrastructure industry. We see them still actively trying to come into the sector with big checks. But if you are smaller, if you're more sort of venture because venture is particularly hurting right now, that's going to be tough for 2023. And then over the long term, though, it's very obvious that this is an ex industrial wave. I would put it up there alongside the other darlings right now of AI and the like.
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