I had a lot of fun chatting this afternoon with The Information corporate subscribers who participated in our predictions call for the second half of 2022. 

Amir, Laura, Meredith and I covered a lot of ground on what we expect with tech initial public offerings, debt deals, new headwinds in crypto regulations and enterprise spending. If you are interested in getting access to these briefings via a team subscription, ping me or email [email protected]. We’d love to have you!

Where Companies Are Way Too Cautious

Tuesday brought more news of price increases to the digital realm, with Uber the latest to raise them. With each headline, I honestly scratch my head and wonder: Why did companies wait so long?

The days of scrambling for scale with low, low prices are over. They were over before Wall Street remembered to focus on profits over growth. Even Walmart (known for its “everyday low prices”) reported strong earnings Tuesday in part due to price increases. Business is about finding your loyal users and matching price to value. And if there were ever a time to recognize that, it would be now.