Notes: Stripe Staying Private Longer = Bad for Public Investors
Summary
* A funding squeeze post-2022 has pushed mid-size scaleups to IPO earlier,
venture capital
SVB & It's Implications
Summary
* As a quick follow-on from the previous SVB content, Simon provides
SVB Collapse - How Does It Affect The Cybersecurity Peak Fragmentation Thesis?
Summary
* A brief account of what has happened with the winding up