Block, Microchip defy the economy, Twilio succumbs // $SQ $CMBM $MCHP $TEAM $TWLO https://
thetechnologyletter.com/the-posts/bloc
k-microchip-defy-the-economy-twilio-succumbs
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INVESTMENT
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Block and Microchip outperform while Twilio struggles
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Competitive Compensation for Top AI Talent Recruitment
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We don’t have a specific number in mind — but we’re willing to pay the going rate+ for top talent.
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Metaverse and NFTs Losing Favor Among Investors
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The metaverse, NFTs, and some aspects of cryptocurrency, or those technologies which don’t have immediate monetary value, will continue to fall out of favor, Mr. Kanchi said.
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New Tech Giants Expected to Emerge from Market Downturn
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@weschan predicts that “the new Google or Uber of 2023 and 2024 will come out of this downturn.”
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Business-critical AI services positioned as utilities for survival
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Demand for business-critical services that feel like utilities, will fare better. The outlook for drug discovery and life sciences, cybersecurity, and companies that help customers address costly inefficiencies or unlock inventory will survive, @weschan says.
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Economic Downturn to Hit Crypto, Neobanks, Startups Hard Mid-2027
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“The downturn has kind of started but it hasn’t hit bottom and will get bad, very quickly, likely sometime mid next year,” says @weschan He expects lower demand for marginal or luxury areas like crypto, grocery and food delivery services, “neobanks,” and high-end travel, beauty.
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Tech Layoffs Signal Worsening Business Outlook and Market Shift
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Tech Layoffs Reflect Worsening Outlook. Enterprise technology so far has been a relative bright spot. That may continue, but with a growing emphasis on services crucial to running a business and can be monetized right away. https://
wsj.com/articles/analy
sis-tech-layoffs-reflect-worsening-outlook-11667523187
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Twitter’s $1bn annual debt burden from leveraged buyout
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Yeah I find it pretty frustrating that Twitter-the-company is now on the hook for $1bn/year interest payments pay off the loan that was effectively used to reward the previous shareholders with a tidy multiple
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Stocks Generate Value Beyond Trading Unlike Cryptocurrency
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Dividends are exactly why I find stocks to be a different thing to crypto trading – you're investing in assets that generate additional value outside of the trading
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Tech startups bet on remote work future with digital tools
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Even as more employers signal an end to #remotework , tech #startups and their investors are betting that it is here to stay, offering a range of digital tools designed to support a permanent workforce outside of the office.
@angusloten
#CIO https://
wsj.com/articles/start
ups-investors-bet-on-remote-work-future-11667436359
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