Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! No Landing Last week I talked about the hard landing, soft landing, and no landing outcomes. It seems like the incremental data we’ve gotten continue to increase the odds of a “no landing.” I won’t rehash all of the details of a no-landing. But in summary - we can only say we’ve had a soft landing if we can look back in the rearview mirror and say “we’re all good, never ended up having a recession and we ALSO have the all clear that we won’t have one in the future.” The most difficult part of this is getting to the all-clear phase. More likely than not, we don’t have an imminent recession, but also don’t have the all-clear (ie no landing).
Anyone below the median CAC payback is in for a treat as cost of capital rises
Excellent find on the Larry Summers quote and Super Bowl analogy. 👍🏻