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The Pace of Automation: Hg's Matthew Brockman and David Toms talk it out

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Manage episode 353779813 series 3442226
Content provided by Hg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In the second of our conversations between Hg's Managing Partner, Matthew Brockman, and our Head of Research, David Toms, they once again dive into the state-of-the-market. With macro trends starting to bite, will the recent successes of B2B software and tech services show themselves to be cyclical or structural? How should investors in the industry adapt their approach? Is 2023 the year of the P2P? The one thing that doesn't seem to be in question is the continued growth in the pace of business process automation. This episode of the Orbit podcast looks to the future but, of course, this should not be taken as advice and the value of investments can go down as well as up!
  continue reading

36 episodes

Artwork
iconShare
 
Manage episode 353779813 series 3442226
Content provided by Hg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In the second of our conversations between Hg's Managing Partner, Matthew Brockman, and our Head of Research, David Toms, they once again dive into the state-of-the-market. With macro trends starting to bite, will the recent successes of B2B software and tech services show themselves to be cyclical or structural? How should investors in the industry adapt their approach? Is 2023 the year of the P2P? The one thing that doesn't seem to be in question is the continued growth in the pace of business process automation. This episode of the Orbit podcast looks to the future but, of course, this should not be taken as advice and the value of investments can go down as well as up!
  continue reading

36 episodes

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