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2min chapter
Altimeter (with Brad Gerstner)
Acquired
Investing in Software
So, like in investing a, you need these market dislocations. You need things changing, right, to create these opportunities for new entrance. And it takes a long time for those companies to spin up, but when those developer communities get going, they're incredibly sticky. But then the second thing was, you know, ou asd ta question, was it obvious, or whatever? In two thousand 12, two thousand 13,. i mean, when david cherrya took over, ouknow, mango, i mean, it was famously hard for him to get that last private round of financing done at a billion dollars. The problem is, bein non consensus is most often
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