Technology Universe: March 2023 Analysis
My June 2022 Newsflash was titled "Public Valuation Drop Finally Trickling Down." Since then, we have all witnessed several cascading and interacting trends which have been both entirely predictable and yet, still distressing.
As noted previously, it is not my desire to be making public predictions about where things are heading. There are plenty of sources for that kind of intel.
Any temptation to post over these past nine months has been tempered by the likelihood that my thoughts were not likely to be unique or helpful.
We were all positioned where we were by that point, and no back-seat driving was going to make it any easier to navigate.
I do think the perspective provided by time and events since leads to one thought worth stating out loud.
As the former bubble broke all records and went on and on, there was a trend in deal negotiations of all types to take it a bit easier. Conditions were so bountiful that it made little sense to parties to press as diligently as they used to do in structuring terms and future expectations.
This was observed both in transactions between corporations and in individuals' compensation negotiations.
As a result, parties are now finding themselves somewhat less well-positioned for the changed circumstances of today.
Entities that were reasonable before are now taking sharper-edged positions. There is a notable return to discipline and procedure and all that that entails.
But investing in the details, the edge cases and in trying to see around corners is now making a comeback.
This is my third "down" cycle in the tech industry since 1996.
My practice as an advisor and advocate has been focused on decoding and resolving unique situations. When you see enough unique situations however, they begin to fall into predictable and therefore beatable patterns.
Take a moment and see the scope and breadth of my practice -- then compare it to the competition.
© Gary A. Paranzino 2023