Codywillard

Cody: Howdy folks, let's rock n roll. Q. As you know, I'm in technology sales, Cody. The mood out here is Silicon Valley is getting a little more somber. Don't know if you've heard that or not. The VC's are starting to be stingier with next rounds of funding, company spending, profitability...there are starting to be some reductions in force (layoffs) as well. I see you are moving a little more to the safe side. Any thought on this phenomenon and might this be the canary in the coalmine for high beta, low revenue growth stocks? A. "Mood" is a tough thing to gauge, but as bubbled up as we've been in the tech world, a little bit of somber and worry in Silicon Valley would probably be a good thing. I do think the bubble in tech is far from over and that there might be much more upside in social networking and Twitter and Facebook, but I do think you want to be more selective now and less aggressive now than we were back in 2010-2013 or so. Cody: This just came through on Scutify from a very successful VC dud