Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Inflation - Transitory-ish or Something More? There's broadly two opinions out there on inflation: 1) Inflation is "transient-ish" and will wane the back half of this year and be back to 2% target early next year
Excellent summary of the inflation argument!
Great analysis as always. Any reason to leave TTD out of SaaS discussions here?