Editorial
Taking Stock Of Rocket Internet’s Health
tl;dr: What is Rocket Internet, why does it matter, why is its value in decline, and how might that impact startup valuations? Take a seat. We have a few things… Read Full Article
Editorial
Markets React As Some Of 2016’s Biggest Tech IPOs Ask For More
Editor’s Morning Note: Some recent tech IPOs are looking to bring in more cash. Here’s what the market thinks. Area Unicorn CEO Discusses IPO Pricing Strategies. Twilio and Acaia Communications’… Read Full Article
Editorial
Why Twitter Shouldn’t Sell
tl;dr: Conventional wisdom says that Twitter’s sale is a foregone conclusion. However, the company would perform better on its own. Here’s why. If Facebook is the mall, Twitter feels like the… Read Full Article
Editorial
Public Markets Push Twitter’s Valuation Under Half What Snapchat Said To Seek In IPO
Editor’s Morning Note: Snapchat’s purported, hoped-for IPO valuation is now more than twice Twitter’s current market cap. That’s notable. Shares of Twitter are down sharply today in the opening trading… Read Full Article
Editorial
Squaring Snapchat’s Rumored $25B IPO Valuation And Twitter’s Modest $14B Market Cap
Editor’s Morning Note: Today we try to understand why Snap may be worth $25 billion, while Twitter is valued at a far more modest $14 billion. Twitter’s share price, visualized.… Read Full Article
Editorial
Here’s What You Need To Know About Q3 VC
tl;dr: Venture investment into US-based companies weakened in the third quarter, with total rounds and dollars disbursed falling on both a sequential quarter and year-over-year basis. So close, yet also so… Read Full Article
Editorial
Coupa Soars 94% After Raising $133M At A $866M Valuation
Editor’s Morning Note: Following other recent technology IPOs, Coupa’s offering enjoys a big first day following its above-range debut. Breakfast of champions. After pricing its IPO at $18 per share, Coupa opened… Read Full Article
Editorial
September VC Activity Rounds Out Lackluster Quarter
Editor’s Morning Note: The final month of the third quarter didn’t save the period from being a disappointment. Twice during the third quarter, Mattermark reported that venture capital activity into… Read Full Article
Editorial
Box’s Quiet Rally
Editor’s Morning Note: After a rough 2015 and no better start to 2016, investors are finally warming back up to Box. Shockingly, finding interesting pictures of boxes leads to a… Read Full Article
Editorial
How Women VCs Affect The Performance Of Firms And Startups
tl;dr: Women venture capitalists may not be better than men directly, but their involvement is positive for the industry overall. Who’s better at investing in startups, women or men? Who… Read Full Article
Editorial
Closing The Book On Q3 Tech IPOs
Editor’s Morning Note: Ding, dong, the third quarter is dead. Good morning and happy Monday. Ensconced as we are now in the fourth quarter, it’s the perfect moment to look… Read Full Article
Editorial
Riding With Nutanix From Day Zero
tl;dr: Investor Anshu Sharma, now of Storm Ventures, reflects on cutting Nutanix an early angel check years ago. I am the luckiest guy in the world. I met Dheeraj (CEO) during… Read Full Article
Editorial
Nutanix Spikes 87% After Raising $238M In Public Debut
Editor’s Morning Note: Nutanix is now a public company. So far, its first day isn’t a disaster! It is not easy to find interesting images of containers. This morning, shares… Read Full Article
Editorial
The Curmudgeon’s Guide To Making Business Networking Less Awful
tl;dr: If you want meet other humans you should act like one. Sorry, Demerzel. When I was a younger, more positive person, before the eternal darkness of reality crept into… Read Full Article
Editorial
Nutanix Bumps Its IPO Price As Twitter Gets Back Near Its Own
Editor’s Morning Note: Quick thoughts on the upcoming Nutanix IPO, and Twitter’s recent share-price rally. Nutanix is expected to go public tomorrow, an IPO that has been delayed since last… Read Full Article
Editorial
The Startup Funding Graduation Rate Is Surprisingly Low
tl;dr: We found out just how many startups raise (or don’t raise) their next round. Series F rounds are as rare as employed philosophy majors. We had a burning question: What’s… Read Full Article
Editorial
We’re All Doomed, Did You Hear?
Editor’s Morning Note: The end is nigh. Nigh as in March or April. The broken windshield is an analogy. Recently on Investors.com, an article detailed the views of analyst Trip Chowdhry… Read Full Article
Editorial
Oracle’s Bet To Replace Legacy Incomes With Cloud Profits Is A Margin Call
tl;dr: Oracle has big goals for cloud profitability. Are its aspirations too bold? When Oracle’s Mark Hurd suggested to Bloomberg his software as a service (SaaS) and platform as a… Read Full Article
Editorial
Tracking Windows 10’s Active Device Volume
Editor’s Morning Note: Microsoft announced that there are 400 million ‘active’ Windows 10 machines. Is that a lot? Is it not a lot? Is it very a lot or not… Read Full Article
Editorial
The Next 2.5 Tech IPOs
Editor’s Morning Note: We’re almost out of the IPO woods. That’s terrifying. If last week was IPO week, today kicks off its echo. Ahead on the public markets: Nutanix will… Read Full Article
Editorial
Apptio’s IPO Surges 45%, Days After The Trade Desk Spiked 60%
Editor’s Morning Note: Another big IPO pop makes tech two for two this week. What market uncertainty? So much for “shifting market conditions,” or “the public markets don’t understand our… Read Full Article
Editorial
Q3 VC Continues To Look Light
Editor’s Morning Note: Venture investment into American startups during the third quarter looks very light. The third quarter isn’t over yet, and there is quite a lot of data yet… Read Full Article
Editorial
AI Is The New New Thing (And It’s Taking Over)
tl;dr: “Artificial intelligence” and “machine learning” aren’t just airy industry buzzwords. The technology (and market impact) is very real. 2013’s Big Data is 2016’s Machine Learning (ML) and Artificial Intelligence… Read Full Article
Editorial
The Trade Desk Spikes 60% After Raising Its IPO Price
Editor’s Morning Note: The American tech IPO window is wide open to healthy companies. Maybe that’s why there are so few offerings. After raising its IPO range from $14 to… Read Full Article