Domo: Despite Near-Term Tailwinds, No Long-Term Durability (NASDAQ:DOMO)

It’s impossible to discuss overarching market trends this year without devoting the bulk of that discussion to the “SaaSpocalypse” and how quickly enthusiasm for AI as a business tailwind has shifted into becoming a net risk. But while I do believe the broadWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has ...