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This year has been a great one. While prediction pieces always come with a large asterisk because no one knows what will happen in the future, our perspectives about 2022.
Three different startup theses were spotlighted last year. We are fact-checking how accurate those predictions were and what we would change about our views. We're aware. It was a little bit humble.
We are talking about the M&A space, open source, and usage based pricing. Let's have a good time.
I predicted last year that M&A would include riskier ambitions. The hunger for a competitor and the obsession with collectibles were cited by me. The cap table wants to hear what they think their cap table wants to hear, so I reminded them to stay disciplined even amid a cash rich environment. Culture and technology are difficult to integrate.