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The Changing World Order For VCs with Hemant Taneja & Fareed Zakaria

The Morning Brief

00:00

The Return of Inflation

The return of inflation is a structural phenomenon. It may not stay at 5%, 6%, but it's going to be very difficult to imagine a world in which you have zero inflation again now that we have turned the corner. If you think about the last 15, 20 years where money has essentially been free, software companies have been able to build frankly with little regard for profitability. They focus back on trying to build these businesses in a way that they're capital efficient.

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