Filtered by speaker:Martin Casado×
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...underhang. Demand is very real. Now, speculatively, if you look on a deal by deal basis, sure, some deals are overvalued, but some deals are undervalued. So what I've learned in some ten years of investing, thirty years in tech, is that markets are a
6:36 / 8:19
from transcript6:36 – 8:19
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