Christina Cacioppo(@christinacaci):Best framing I've heard for why the private markets look unhinged right now: the clear SaaS playbooks of the past 10-15 years don't work anymore. What looks like irrationality is some mimesis, sure, but also rapid experimentation to find frameworks for the new era.

Christina Cacioppo

@christinacaci

looking forward to the back half of the chessboard. Vanta.

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Christina Cacioppo@christinacaci

2026.08.11 14:54

Best framing I've heard for why the private markets look unhinged right now: the clear SaaS playbooks of the past 10-15 years don't work anymore. What looks like irrationality is some mimesis, sure, but also rapid experimentation to find frameworks for the new era.

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