Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview
Clouded Judgement
OCTOBER 20, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. For context on a 10Y at 5% - from 2010 to 2020 the 10Y averaged roughly ~2.5%. Said another way, the 10Y today is double what it averaged from 2010 to 2020. Follow along to stay up to date!
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