When I read the excellent monthly write-ups, I often think ‘if only I understood the technology better’. The core companies discussed here are truly exciting investments, and it is incredible that this little corner of MF discovered them so soon. WELL done, Saul and thanks to all who add so much value here. This is a fascinating big-picture look at tech, maybe OT, but oh my, it’s from 2011 by a Silicon Valley insider. Pre-cloud. Some things never change.
Instead of constantly questioning their valuations, let’s seek to understand how the new generation of technology companies are doing what they do, what the broader consequences are for businesses and the economy and what we can collectively do to expand the number of innovative new software companies created in the U.S. and around the world.