Motley Fool Money Live from Denver: The State of Tech Investing
10 snips
Dec 16, 2023 The conversation kicks off with the changing tides of tech investing, highlighting the struggles of raising capital. Experts discuss how money can disrupt companies, reflecting on Apple and Salesforce's resilience. Twilio faces challenges with layoffs and new integrations, while Datadog fights off competition with strong customer loyalty. The spotlight then turns to Tesla's ambitious AI and self-driving goals, tackling the hurdles in achieving true autonomy. This lively discussion sheds light on both the risks and opportunities in today's tech landscape.
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Respecting Cost of Capital
- Tech companies that respect the elevated cost of capital will thrive.
- Salesforce, once a disrespector of cost management, now exemplifies this new focus on efficiency.
Tech Investing Landscape
- Tech investing saw an influx of money due to disruptive companies.
- This led to inflated valuations, raising questions about the future of tech investments.
Money's Impact on Companies
- Money can make companies and people act irrationally.
- Walmart serves as an example of a company using technology effectively without a tech company valuation.