Put together a few thoughts on what we’re seeing across software AI right now. Feels like we’re still early in what's going to be a major shift. Had a lot of fun digging into this with @loganbartlett & @AdilBhatia

Spent the last few weeks pulling together our thoughts on the state of the software and ai market ahead of our annual meeting yesterday. Obviously a dynamic time with a lot going on so tried to unpack what is happening and our view on the different levels of risk and opportunities. Thank you to my colleagues @AdilBhatia and @lydianday for the hard work on this with me.

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Excited to share our market overview that we presented to our limited partners this week. Obviously an unusual time in the market for a bunch of different reasons and we tried to distill our current thinking into a few dozen slides. Hopefully interesting to people thinking about what's going on in the public and private technology markets. Thank you for the hard-work here from my colleagues @AdilBhatia @lydianday drive.google.com/file/d/1LfS…