2024-11-01T16:57:58.841401 | 🔗
The two effects mentioned at the start -- big SP500 companies finding huge ways to make their businesses more profitable, and an inflation in the tech venture-startup ecosystem means only one thing -- startups will be the ones that feel the squeeze. Software will be sandwiched on the demand side from the SP500 in terms of both enterprise buyers and consumer advertisers and on the supply side from hyperscalers and NVIDIA. Further making things difficult for software will be lower barriers to entry due to AI coding... Everyone's up until they are not, cash out.