I think this is spot on. Sit in a random cafe in SOMA and you're likely to overhear conversations that touch on deal terms, company dynamics, etc. Even absent any real data, a lot can be gleaned from the affect of people talking.https://twitter.com/benedictevans/status/1262814660018999298 …
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For sure, though I wish there was better tech reporting out of places like Stockholm and Sydney – both are generating repeatable success, if unevenly, without clear sources of capital. Curious what the rate limiters are in each locale.
Thanks. Twitter will use this to make your timeline better. UndoUndo
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