In this conversation, Kelly Lewis, Tiffany Jones, and James Newell discuss the recent acquisition of Smartsheet by private equity firms and the implications of such moves in the tech industry. They explore the differences between public and private ownership, the current state of IPOs, and the metrics that matter in today's market. The discussion also touches on the potential changes in go-to-market strategies post-acquisition and the broader trends in private equity, including the impact of SPACs and over-leveraged companies.
