The Short-Term Bull & Bear Case for Software
This month we hosted our yearly AGM for Insight’s Limited Partner investors. We reviewed the software industry and outlined why we're bullish, even as there's a bear case to be made given current public market valuations.
Since Insight’s founding 25 years ago, our investments have helped to transform the software landscape from a nascent industry into a power house that makes up 28% of the S&P 500. Today this means that our 200+ current ScaleUp companies, employing more than 110,000 people, have a large impact on livelihoods, lives and work.