Breaking Analysis with Dave Vellante cover image

Enterprise Technology Predictions 2023

Breaking Analysis with Dave Vellante

00:00

Is There Any Evidence of Cloud Repatriation?

Eric Liu: I'm seeing much more consolidation in vendors, but also consolidation and functionality. We're seeing private company evaluations are off 10% to 40%. And we're probably going to see some acquisitions of those companies that are leaning into AI. The RSA conference is going to be insane, hopping mad, crazy this April. Give us your take on this data.

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