February by D’Ornano + Co.: A "zero-interest-rate babies" (ZIRBs) reckoning in 2024, standards for successful SaaS IPOs, and the opportunities brought by GenAI in the Digital Infrastructure field

This is our monthly newsletter dedicated to Tech x Investments.

Dear readers,

This has been an intense and fascinating past month, in which I had the opportunity to engage across Europe and the US in many insightful conversations with entrepreneurs, investors, and key stakeholders within academia and government. One notable highlight was the South Florida Dialogues, held by the Milken institute, from which I returned filled with new perspectives on our strategic priorities as a firm and the active role we want to play in a rapidly changing world.

As some of you may know, I fell into the technology industry quite accidentally when I started the firm almost a decade ago. I found it fascinating. Since then, our firm has worked on a whirlwind of more than 600 engagements. Across each one, I have strengthened my conviction that investors need to assess fast-growing, innovative models in a different way than they assess traditional companies. For the latter, looking at past performance will provide strong guidelines as to where a company is headed. But fo…