"World of DaaS" Insight Partners Deven Parekh - navigating global markets in uncertain times
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Feb 18, 2025 Deven Parekh, Managing Director at Insight Partners, discusses navigating uncertain global markets. He highlights why gross retention outperforms net retention and the nuances of AI adoption compared to past tech cycles. Deven also sheds light on the challenges facing European tech, the appeal of U.S. corporate structures for international entrepreneurs, and Israel's innovative market dynamics. Delving into trade policies, he explores their effects on investment strategies while sharing insights on the controversial role of GLP drugs in American healthcare.
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Name Change
- Insight Partners initially named Insight Capital Partners had naming conflicts.
- They changed it to Insight Venture Partners and finally Insight Partners to reflect their expanding investment scope.
VC to PE Transition
- Few VCs expand to PE because of differing mindsets and risk appetites.
- The rise of profitable software companies and lender interest in software changed the market.
AI Adoption Speed
- AI adoption is happening faster than previous tech cycles, impacting people's lives more quickly.
- Short-term predictions about AI's impact are often overstated, while long-term impacts are understated.