Interesting discussion by Marc Andreessen, Chris Dixon and Benedict Evans on the current valuations in the public markets. We have yet to see tech companies in Turkish public markets. The view of the speakers is that there is good reason to be optimistic and that the current high valuations in US public markets is underpinned by strong fundamentals. As is the case usually in other sectors, hopefully, we will see a trickling down effect of this in emerging economies attracting both companies and investors from the tech world in domestic markets.
A great Podcast by the great team at Andreessen and Horowitz on SoundCloud on evaluating valuations.