Today’s coffee companion is an expert in cloud.
We talked about…
- our journeys over the time since we first met in the early 2010s
- the experience of working with tech investors
- due diligence of technology
- where the smart money is going
- when established companies go all in on known solutions to unknown problems
- how Gen AI doesn’t seem to be getting investment
- (But plenty of other interesting AIs are)
- the strange world of Microsoft
- PE and the world of investment
- shifting toxic assets
#100Coffees is an experiment in being intentionally unintentional. Why not sign up to have a coffee? You can do so at
https://calendly.com/matt-ballantine
Numbers for numbers’ sake…
mmitII 