Episode 22:

Interview with Peter Offringa

In the 22nd episode of Investing With The Whales, I interview Peter Offringa, Founder of Software Stack Investing Blog.

Follow Peter on Twitter and check out Software Stack Investing blog.

Topics discussed: state of software and cloud, growth at all cost in SaaS, current headwinds in cloud, macro, 2024 setup, subscription model vs. consumption model, VC headwind, cybersecurity, moving to cloud trend, M&A in software/cloud, AI for software and cloud, competitive advantages, Databricks, founder-led companies

Stocks covered in detail: CRWD, CFLT, NET, SNOW, DDOG 

Stocks mentioned: FSLY, NET, PANW, ZS, S, TWLO, OKTA