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by mamonster
42 days ago
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This is (unironically) what big institutional allocators love to hear. They've been sold the idea that almost every medium-very big tech corp is vastly overstaffed and can become a monster cash cow and stop SBC dilution by cutting headcount + becoming A.I first. They hear this from the sellside, from activists, from the guys managing their private market allocations etc. |
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- big institutional allocators
- activists
- the sellside
- guys managing their private market allocations