Editor’s Morning Note: Twitter’s Q2 user growth exceeded investor expectations. Its financial performance did not. Twitter shares are off more than 13 percent this morning following its second quarter earnings report.… Read Full Article
From the Investors Fred Wilson of Union Square Ventures has notes on the Hailo-MyTaxi combination, which he says will “operate at a scale that puts it in the big leagues… Read Full Article
tl;dr: Marketplace lenders are suffering from reduced investor interest, but it’s not clear why. The recent turmoil of alleged fraud at Lending Club has brought the marketplace lending sector under increased… Read Full Article
From the Investors Elad Gil argues that from now through 2017, tech will see increased M&A activity. 2018 and beyond? Say hello to the IPO. Brad Feld of Foundry Group writes about… Read Full Article
Editor’s Morning Note: The Pokemon bump, visualized. The author thinks that this might be a Pokemon. Pokemon Go, the global gaming phenomenon helped create my new favorite chart. Following the massive… Read Full Article
tl;dr: VC is getting back to normal. Here’s who that helps, and here’s who it hurts. Since late last year, many tech industry investors and insiders loudly forecast that in… Read Full Article
Editor’s Morning Note: The markets are down, earnings season is in high gear and, yes, the Yahoo deal is official. As expected, Verizon and Yahoo announced a $4.8 billion deal… Read Full Article
Editor’s Morning Note: Yahoo may have found a new $5 billion home. Verizon is likely to purchase “Yahoo’s core business” for around $5 billion according to Recode’s Kara Swisher. Following Verizon’s successful… Read Full Article
Well, it’s not called Bluepoint Ventures. From the Investors Tomasz Tunguz of Redpoint Ventures examines the slowing pace of new SaaS startup creation in “The Decline Of New SaaS Company Formation.”… Read Full Article
Editor’s Morning Note: You can 9x your valuation in just a few years! Science can confirm that unicorns sans their bodies bear striking resemblance to Nessie. Sprinklr, a company that… Read Full Article
tl;dr: Averaged historical data for US VC shows declining venture deal volume, and rebounding investment. Collating and tallying venture capital performance is a fun game, as varying sources have their own… Read Full Article
Editor’s Morning Note: Microsoft will likely keep its promise to grow “commercial cloud” revenue to a $20 billion run rate by the middle of 2018. Shares of Microsoft are up… Read Full Article
From the Investors Brian Laung Aoaeh of KEC Ventures provides an introductory guide to demand, supply, and price theory; for first-time tech startup founders in “Mental Models About Demand, Supply,… Read Full Article
When it comes to calculating SaaS business metrics, there’s a lot of ambiguity. Companies don’t know how to factor in unknowns like ‘churn’ or ‘upsells’, so they mess with numbers… Read Full Article
tl;dr: If you have to write down nearly all the cost of a three-comma acquisition, was it just a very expensive acquihire? Shares of Yahoo are trading higher today, following… Read Full Article
From the Investors Tomasz Tunguz of Redpoint Ventures provides an interactive worksheet to calculate the ratio of the sales pipeline to bookings in “The Essential Go To Market Math For… Read Full Article
tl;dr: It turns out that the massive repricing of recurring revenue got us all the way back to normal. Wee! The new ride at LP Fun Park was not a… Read Full Article
Editor’s Morning Note: Happy Monday and welcome back to the work week. This morning marks the kickoff of earnings season in tech, so strap in. Our main focus today is… Read Full Article
Editor’s Morning Note: Let’s end the week with a chart that points down. Bitcoin Mining In Action. Via NSA Archives. Happy Friday, friends, and welcome to our final entry together… Read Full Article
From the Investors Ameeth Sankaran of 2M Companies explores whether family office direct investing is better or worse than PE/VC investing from the entrepreneur’s perspective in “Is Family Office “Patient… Read Full Article
Editor’s Morning Note: Line’s strong debut this morning puts the fourth straight US-market IPO success on the board. How the author imagines the world looks through the lens of HFT.… Read Full Article
From the Investors Tae Hea Nahm of Storm Ventures dives into his observations around the new go-to-market wave in “How Account Based Marketing is Reinventing GTM” Dave McClure of 500… Read Full Article
tl;dr: Building an on-demand company? Here are four things that you need to get right if you want to succeed. The explosion of “on-demand” companies built over the last few years has been… Read Full Article
Editor’s Morning Note: Line hopes to make a splash with its IPO tomorrow. Early indicators show strong demand for the equity as markets set new highs. It’s nearly time for… Read Full Article