We are actually quite nervous that in some of these sub-categories, valuations are jumping back up to levels we have not seen since the bubble. Deals are more competitive that they've been in a while.
As a venture investor, the sentiment now is that we can finally begin to make money again.
There has been a consistency and predictability in the numbers that gives you great confidence that these markets are not in turmoil as we saw the last number of years.
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