Nic Humphries
speaker
529 appearances
6 recordings
1 series
first heard Jul 2021
last heard Sep 2024
Nic Humphries’s voice in public audio — every appearance, attributed to the second.
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Appearances
Brilliant.
Thank you very, very much indeed.
Not only for doing this interview, which I'm hugely grateful for, but for what you've done in Iris over the last give uh well, nearly ten years, but certainly five years to see you.
She is a lonely.
I think it's all about this view we took twenty years ago that software was gonna be a tool for good and a tool for increased kind of productivity in a very wide variety of kind of jobs and and markets.
And, you know, that's a trend that doesn't play out, you know, in five years or seven years, you know, it actually plays out over kind of multiple decades.
Well, first of all, thank you for inviting me onto uh Matthew Brockman's couch uh for a bit of year-end therapy.
Um you're right, it's been a very, very good different year.
I think from a uh software market point of view, you've got to really kind of split apart two quite different things that are happening.
You've got kind of public markets and private markets that are in some ways doing quite different things.
Um and so there's a big debate about valuations between those two markets right now.
Public markets, of course, are the price of the marginal share that's trading.
Um, and that's always going to move around incredibly frequently and in response to kind of the latest sentiment of the markets.
Private markets had the advantage of obviously being longer term, being able to look at longer-term trends, and often you're thinking about the value of a whole business, not the value of an individual share.
So I think there's clearly a debate amongst everyone.
About those kind of relative valuations, but there's clearly been a sell-off in the public markets, and obviously private markets tend to lag and are kind of corresponding to that kind of sell-off.
So big differences between those two in some ways.
Then you've also got big differences between profitable and unprofitable kind of tech and software businesses.
And if you look back over a long period of history actually, over kind of fifteen years, there've always been
quite big differences in how people think about profitable and unprofitable kind of tech businesses.
Showing 81–100 of 529 · page 5 of 27
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