The Cavendish Tech Hub provides a real-time view of the UK listed Tech environment, including valuation context, software demos, and free-to-all research.
Things that seem permanent do change: pronunciation, the pace of technological change... and us. This is the 379th, and final finnCap Tech Chat, as we return as Cavendish Securities (as part of Cavendish Financial Group). Cav Secs Tech Chat here we come.
Bill Gates says he's only seen two demonstrations of technology that struck him as revolutionary. The first became Microsoft Windows. The second was GPT. If we have now entered the ‘Age of AI’ as Gates suggests, the self-propagating nature of the technology could lead to rapid changes in how developers, and everybody else, work and live.
Does history rhyme or repeat? If you apply the description of a company with "£24m ARR and 60% recurring revenue, a renewed focus on SaaS and ARR, and a drive to M&A", you could be talking about Ideagen in 2017 (sold for £1.1bn in 2022)....or Sopheon now. History seems to be repeating.
