Which sector are you bullish on in tech for 2023?
Also name any interesting start-up you're bullish on.
Fintech will be eaten by banks and regulations. Generative ai/ cgi feels like marketed hype . About mobility, slightly yes , bcz government is supportive. It's not green at all. Look at sweden they are not in favour of evs. Green energy, could be yes, yet to see that egalitarian world. Crypto is shit. Why would someone be bullish about non regulated highly volatile shit
digital automation is going to stay there, so saas absolutely
Banking and financial services
Banking and healthcare as in GE healthcare type cos .. people always need financial sw and these medical devices . Anything pure sw, not tied to some regulated sector is a wild free for all and anyone with a laptop around the world is learning and competing - not a defensible moat and even fang cannot justify to investors keeping a huge number on payroll in highest cost sites (bay area/seattle) for what is 90% routine work any other site can find people to do
As you start losing faith in banking and govt in this recession, in 2023 you'll start believing in decentralization hence this begins the mark of crypto in 2023
Think Gaming should be an option as well. That industry don’t see it going down (especially real money)
I think instead of crypto you should've mentioned it as Blockchain IMO...
Software Services
Generative AI is a true new digital product. I can already see many research/ knowledge base companies paying for it. At present, chat gpt has the IQ of a 4yr old with a memory of the entire Wikipedia. It serves excellent for L2 or even L3 understanding of topics.
Already discussed is the zero cost of content generation. You might be paying $20 per blog on a topic. This becomes almost 0.
It is the jr assistant that all developers, consultant, bankers need. We know a jr is not super accurate in their analysis, but directionally it is correct 80% of the time. They help us validate that our work is correct. I see generative AI atleast as big as productivity tool market - think MS office, outlook and the like.
