Editorial
Squaring Stripe’s Valuation
Editor’s Morning Note: This morning, we are taking a quick look at a pair of public-private analogs to help us understand the current state of unicorn liquidity. Stripe, a payment… Read Full Article
Editorial
Hiring At The Biggest Unicorn Companies Shows No Signs Of Slowing
tl;dr: Big unicorns continue to hire at a relatively constant pace, while workforce size at smaller unicorns may be hitting a plateau. Startups come in all shapes and sizes. There… Read Full Article
Editorial
Odds, Endings, And Various Turkeys
Editor’s Morning Note: In mere hours, you will be off. A prelude. Little known fact: A group of two (2) or more turkeys is called a “delicious.” Happy Nearly Off… Read Full Article
Editorial
Falling Cloud Prices Could Provide Welcome Boon To Cash-Strapped Startups
Editor’s Morning Note: A quick note on a trend that is tough on giants but great for startups. Dropbox’s ‘Artisanal, IRL by-hand Storage,’ or AIRLbhS, was not a hit. The cloud… Read Full Article
Editorial
The Changing Value Of ARR IV.75
tl;dr: Here’s what Salesforce’s earnings tell us about the state of SaaS. Area Nerd Makes Dramatic Gesture. Heading into Box earnings in just over a week, it is the perfect time… Read Full Article
Editorial
Better Know An IPO: Optiv
Editor’s Morning Note: It’s Monday. Let’s tease apart Optiv’s public offering. After Mattermark all but closed the books on IPOs this year, Optiv filed, making for a more interesting closing quarter.… Read Full Article
Editorial
Fintech In Trump’s America
tl;dr: Financial technology (fintech) startups have enjoyed a good run recently, but may face stiff competition from big banks if Trump repeals Obama-era financial regulation. While half of American voters… Read Full Article
Editorial
Airbnb’s IPO Prep Could Make 2017 What 2016 Should Have Been
Editor’s Morning Note: Forget Snap. Airbnb could be 2017’s real unicorn IPO. 2011 was a simpler time. On the heels of rampant speculation regarding Snap (Snapchat’s parent company) filing discreetly for… Read Full Article
Editorial
Venture Capitalists, Cognitive Bias, And The Dangers Of Learning From The Past
tl;dr: Venture capital is a tricky thing. Especially if you are lying to yourself. Today we’re exploring how cognitive bias affects venture capitalism. The topic is worth our time because investing… Read Full Article
Editorial
What’s A Social Media Company Worth?
Editor’s Morning Note: What is a historically normal revenue multiple for a social media company? Social media is hard. Also, what the hell is going on in this picture? In… Read Full Article
Editorial
Just How Correlated Are Silicon Valley Housing Prices And Venture Activity?
tl;dr: Capital deployed into Silicon Valley-based companies is correlated to housing prices. Additionally, deal volume may predict peaks and troughs a few years in advance. It’s no secret that Silicon Valley real… Read Full Article
Editorial
Here’s What The Market Thinks About Snapchat’s IPO
Editor’s Morning Note: Take my hand, we have some hot takes to handle. Takes so hot they can melt steel beams? Snap’s upcoming IPO, barring something drastic, will be the… Read Full Article
Editorial
Things To Keep In Mind Regarding Snapchat’s Upcoming IPO
tl;dr: Snap has reportedly filed confidentially for an IPO. Here’s what we need to keep in mind as the private social firm looks to test the public markets. Snap, parent company… Read Full Article
Editorial
Tech IPOs Slow To A Crawl As 2016 Heads To A Close
Editor’s Morning Note: Forget the IPO week of yore. Tech offerings appear set to snooze as the year closes out. Tech IPOs appear on-path for a slow conclusion to 2016, a year that may… Read Full Article
Editorial
We’re Back!
Editor’s Morning Note: After a week in which nothing happened whatsoever, your loyal dork parade is back at work. Hello friends. Back on the fourth, I told you that I was… Read Full Article
Editorial
We’re Off Next Week
Editor’s Morning Note: Editorial is off next week! Squad goals. I’m on vacation next week, so our regular editorial work is on break. Sadly, we’ll miss the end of earnings… Read Full Article
Editorial
Whatever The Weather, It Doesn’t Matter To Startup Fundraising
tl;dr: We cut the data again, and it paints a picture of venture capitalists being even more boring than we thought. Finance abounds with stereotypes of a leisurely existence. There are… Read Full Article
Editorial
Why Fitbit And GoPro Are Wallowing In Disappointment Together
Editor’s Morning Note: Hardware startups, your public market analogs got whacked this week. Here’s what you need to know. GoPro CEO Nick Woodman, left, human that I adore, right. Continuing… Read Full Article
Editorial
Is Flat The New Up?
tl;dr: Yes, valuations are down. And yes, down rounds are up. But it’s the startups hunting for a Series C that you should really feel sorry for. Despite record highs in… Read Full Article
Editorial
46% Of 2015 Tech IPOs Are Underwater, 62% Under Their First Day Closes
Editor’s Morning Note: Earnings seasons is waning. Here are part of the results. The 2016 US tech IPO market is pretty tame so far, with limited offerings resulting in limited liquidity… Read Full Article
Editorial
Founders: Don’t Worry About When You Raise
tl;dr: If you need to raise capital, go do it. There isn’t enough seasonality to venture investment to make waiting worth your time. In business, it feels like there’s a season… Read Full Article
Editorial
Slack, Microsoft, And The Other Unicorn Hedge
Editor’s Morning Note: Remember the unicorn hedge? Here’s the other version. It’s a hedge. You come up with a better image this early in the morning. This morning Microsoft announced… Read Full Article
Editorial
The Cloud Race Powering Your Favorite Unicorn
Editor’s Morning Note: We’re back on the private company beat tomorrow with a new Jason Rowley piece, but today, we’re looking at the tools that many startups depend on to… Read Full Article
Editorial
2016 Tech IPOs Fall Back To Their First Day Closes
Editor’s Morning Note: With two new IPOs under our belt, it’s a great time to remind ourselves where we stand. Party until you realize that we may not see another 2016… Read Full Article