Investing with Altimeter Capital’s Brad Gerstner
Exchanges
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Capital Costs Something, Is That a Reliability?
The secular curve around the transition of all data from data centers into the cloud is not changing this morning. We during this period, starting really with the price discovery in the back half of this year, but going into 23 and 24, it will be one of the best vintages for mid-stage venture investing in a long time. The damage that's now being done will have post tramatic stress for a generation that's never experienced it.
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