Software Stack Investing
Investing analysis of the software companies that power next generation digital businesses. The host has significant experience leading software engineering for a number of large consumer Internet properties. He brings insights as a technology practitioner and budget owner to evaluating software infrastructure companies in categories like developer tooling, big data, observability and application hosting. Sample company stocks covered include SNOW, NET, DDOG, MDB, CRWD, ZS and GTLB. Podcast supplements the content on SoftwareStackInvesting.com. Follow on Twitter @StackInvesting.
Software Stack Investing
A Potential Silver Lining from Recent Tech Layoffs
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Software Stack Investing
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Season 1
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Episode 21
While lay-offs are painful for those affected and the crypto implosion has seriously impacted some investors, there is a silver lining. As the exuberance of 2021 meets the economic reality of 2022, the intense battles for talent will calm down. We will see less inflated compensation packages and SBC grants should moderate. Companies who are still hiring will avoid the frenzied competition for talent from 2021 and can sidestep bidding wars (if they occur at all).
