What I don't understand is why Thought leaders like Stratechery didn't see this coming? Did they ever write about these "4 horsemen" before these recent events?
If not, they seem to fall under the category of IYI which NNTaleb talks about.
If not, they seem to fall under the category of IYI which NNTaleb talks about.
And certainly many pundits have predicted a tech recession for a long time. If anything, it's the safest thing to predict, because there will always be one coming in the future.
NNTaleb: Naseem Nicholas Taleb