warning: Nerdy-ass Saturday night musing Been trying to think of a framework to apply to determine which technology markets will likely consolidate in the next 12-18 months Here's the 2x2 I've come up with which I'll explain in coming tweets LMK w

warning: Nerdy-ass Saturday night musing

Been trying to think of a framework to apply to determine which technology markets will likely consolidate in the next 12-18 months

Here's the 2x2 I've come up with which I'll explain in coming tweets

LMK what you think

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Romeen Sheth @RomeenSheth · May 14, 2023

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This is a good framework. Agree with all boxes. Only nuance / counter I would add to the bottom left is need for consolidation to break through in a market (likely in some markets when market is nascent)

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