Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Have We Hit The Bottom? Right now I believe two things to be true: 1) We’ve overshot the “bottom” in cloud software. 2) That doesn’t mean we won’t still go lower, and lower before higher appears to be the most likely path forward. Here’s how I get to this:
You write: "Powel has guided to 2-3% rates by end of year. But the market just doesn’t believe that." In your mind what does the market believe?