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Comparing the Dotcom Crash to Today (with Tom Cowan from TDM)
ACQ2 by Acquired
The Importance of Waiting for the Index to Grow
The dot com index grew at 24%. But BVP cloud index in 2022 was growing at 30%. These companies, and for comparison, I think you said 17% for 2008. So these companies in the run up to 2022, while the market sure was frothy, the companies themselves by a top line perspective were actually growing faster, materially faster than the dot com era.
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