Never catch a falling dagger but then again it's a good entry point. Thinking on buying SNOW, DDOG and OKTA. Thoughts?
DDOG raced ahead like a greyhound 2 years ago and has already been crushed with bricks. Databricks.
I can't comment specifically, but in this environment companies are tending more towards cost-cutting rather than spending to increase productivity. So I'd imagine SaaS products with a good short term ROI will do better, and ones with a longer time horizon worse. But this may already be priced in, who knows
Everything is priced in ☝️
DDOG is cash positive. Check the others.
I'm bullish on okta.
Tech Industry
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Rejected my TikTok offer. Something I’m gonna regret?
India
Yesterday
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Modi is a legend, will be remembered for centuries to come
Tech Industry
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Women, help me understand why this is inspirational
Tech Industry
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What happens when most of your team is Indian?
Working Parents
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Closed now - thank you all
As market picks up, so will consumption. SNOW will 🚀 Can’t speak for others.