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It’s been some time since I’ve written on this blog. I plan on going deeper on an industry-specific level soon, but here’s where I landed instead for my next topic: what the f*ck is going on? Business fundamentals in private technology markets have not changed drastically the past few months, but giv...

It’s been some time since I’ve written on this blog. I plan on going deeper on an industry-specific level soon, but here’s where I landed instead for my next topic: what the f*ck is going on? Business fundamentals in private technology markets have not changed drastically the past few months, but given the backdrop of a larger macro environment, there is a lot more noise and volatility of opinion right now. This is far from an “RIP good times” memo – it’s more of an attempt to synthesize the facts on the ground in real time in case it’s useful to entrepreneurs, company builders, and other investors in the ecosystem. Taking an alarmed position right now might be overblown or it might not be – it’s hard to tell. All I can say is that we are in a higher uncertainty environment right now (for private technology markets) than we were a few months ago so it’s important to take inventory of what’s happening.

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