There's degree of reflexivity of growth rate of hypercloud (aws, gcp, msft etc)

Saas cos (with past 5 yrs of amazing equity performance) hv access to capital to hire sales ppl, fund r&d, and grow cloud adoption very quickly
Saas tech is attractive place for the most talented ppl, heavily equitized employee base...

Incremental Lower valuation means 1 less sales guy gets hired...1 less deal gets closed

1 less vc funded saas co gets built on top of azure
Reflexivity went other way post 2001

Desrination will be same for cloud adoption. But to get there need capital, vc funding, attractiveness to employee base...

State of capital markets to a degree will influence whether the destination takes 7 yrs, 15 yrs, or 20 yrs to reach..
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