Yeah, I think so.
What we call “tech” today isn’t one sector. It’s a collection of deeply specialized domains, each with its own economics and competitive logic. The person qualified to value a cybersecurity company is not the same person qualified to value an AI infrastructure company. But in public markets, the portfolio manager allocating capital across both is often the same person.
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Фото: Максим Богодвид / РИА Новости
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