Jeff Richards of GGV Capital on the Cloud, Digital Health, E-Commerce, and the Digitization of Everything (EP.184)
Panic with Friends - Howard Lindzon
00:00
Is the Cloud the Key to This Business?
i don't believe this panic is the beginning of the end, because people are puttin money to work in schwab. There's just this mass of rerading going on, and there's some opportunity. In terms of the cloud, you're just saying spen continues to be enormous, and the fundamentals continue to be fantastic. And so if you believe that, and you can afford to take those downward shifts and put more capital to work, i'm with you.
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