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Jamin Ball - Partner at Altimeter Capital, Cloud Metrics, Macro Viewpoint for Founders, Backing Essential Companies, Trends in Cloud Data Infra
Software Snack Bites
What's the Difference Between Seat Based Pricing and Assumption Pricing?
My general thesis has been around the mission criticality of those building blocks, right? Which make it so much harder to switch off of. So that's been something that has always just driven me towards saying, hey, I think some of the best business models are those mission critical infrastructure companies. But at the same time, in some cases, what you get is into a recessionary environment, infrastructure holds very well. And then coming out of the recessionary environments, sometimes you actually have the application software companies performing very well because now you have this tailwind of budgets returning back to marketing and sales teams.
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