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Note: This is a distillation of recent market observations. The info is based on the sources cited herein, chats with portfolio cos and other funds & Brighteye team members beliefs. It is in no way meant as investment advice and should not be taken as such.

I) Current macro situation / public markets

<aside> 📝 Tl;dr While the long term opportunities inherent in technology remain strong, in 2022-23 interest rates will be higher, economic growth slower, capital more expensive and public equity valuation multiples lower than was true in recent years, and there is potential for longer-term headwinds if macro conditions deteriorate further.