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Inflation rate would be worse than expected, between 7-10% Fed will raise rates after mid-term only. Stock market will not crash until after Fed raises rates

Inflation rate would be worse than expected, between 7-10% Fed will raise rates after mid-term only. Stock market will not crash until after Fed raises rates Supply chain bottlenecks will continue into 2023 FAANG will continue to grow bigger. Regulation will not be finalized. SaaS book will falter as FAANG make SaaS business models a feature. M&A of SaaS companies being absorbed into FAANGs will happen Cloud will move to the Edge. 5G enabled devices will gather traction. CRIPSR related news will make more headlines People will get bored of Metaverse related news Roblox will become bigger Infrastructure and Manufacturing in US will become cool again Internet will become more balkanized globally People will come back to offices. Remote workers will be disadvantaged COVID will die out before Q2 2022

oars 5y ago
Everything in your post looked legitimate until you said COVID will die out in Q2 2022. Perhaps I am interpreting this sentence incorrectly and you meant the "economic effects of COVID will die out in Q2 2022"?
- 5F7bGnd6fWJ66xN 5y ago
  Yes, herd immunity will happen through both natural infection or vaccine induced infection. People will adjust and come back to work, school and economic activities.
  - ksaj 5y ago
    This isn't really far fetched. If by then all the anti-vaxxers have caught it, then only the ones who suffer few or no symptoms will remain. The ones that were destined to have the worst effects of Covid will eventually either be vaccinated or dead.
  - schwartzworld 5y ago
    > herd immunity will happen through both natural infection or vaccine induced infection. People can catch covid more than once AND you can still transmit it when vaccinated. What leads you to believe herd immunity is even possible?
moneywoes 5y ago
SaaS book will falter as FAANG make SaaS business models a feature Can you expand on this? It seems as if even DTC businesses are being consolidated as well
- 5F7bGnd6fWJ66xN 5y ago
  Adam Selipsky of AWS has clearly said he will move more into applications. We will hear more in ReInvent shortly. Most SaaS runs on Cloud. Once the SaaS valuations in market reaches more normal levels, FAANGs will swoop in to buy. Core IaaS/PaaS is a commodity.

oars 5y ago

Everything in your post looked legitimate until you said COVID will die out in Q2 2022. Perhaps I am interpreting this sentence incorrectly and you meant the "economic effects of COVID will die out in Q2 2022"?

5F7bGnd6fWJ66xN 5y ago
Yes, herd immunity will happen through both natural infection or vaccine induced infection. People will adjust and come back to work, school and economic activities.
- ksaj 5y ago
  This isn't really far fetched. If by then all the anti-vaxxers have caught it, then only the ones who suffer few or no symptoms will remain. The ones that were destined to have the worst effects of Covid will eventually either be vaccinated or dead.
- schwartzworld 5y ago
  > herd immunity will happen through both natural infection or vaccine induced infection. People can catch covid more than once AND you can still transmit it when vaccinated. What leads you to believe herd immunity is even possible?

moneywoes 5y ago

SaaS book will falter as FAANG make SaaS business models a feature Can you expand on this? It seems as if even DTC businesses are being consolidated as well

5F7bGnd6fWJ66xN 5y ago
Adam Selipsky of AWS has clearly said he will move more into applications. We will hear more in ReInvent shortly. Most SaaS runs on Cloud. Once the SaaS valuations in market reaches more normal levels, FAANGs will swoop in to buy. Core IaaS/PaaS is a commodity.