Editorial
London Calling
tl;dr: There is more to tech stocks than the Nasdaq. London wants a piece. Mattermark recently caught up with James Clark of the London Stock Exchange after his article “Mythbusting the IPO… Read Full Article
Editorial
Founders: Here’s What To Expect From Your Next Round Of Capital
Editor’s Morning Note: It’s still a damn fine time to raise money. From a long bull market to a period of temporary fear earlier this year, it’s been fun to… Read Full Article
Editorial
Understanding The Scale Of Walmart’s Jet.com Purchase
Editor’s Morning Note: Things outside of tech are pretty big too. The Jet.com purchase is now official, with Walmart announcing a grip of details concerning the transaction, including its final… Read Full Article
Editorial
A Look Back In Returns
Editor’s Morning Note: Fire up your Tardis, we’re going to 2009. Before you depart into this lovely August weekend, you and I have work to do. Today, we’re looking at a… Read Full Article
Editorial
On The Record With Menlo Ventures’ Matt Murphy
tl;dr: We go in-depth with Area Venture Capitalist to understand the investors’ perspective on the current state of startups. I recently caught up with Menlo Ventures’ Matt Murphy—at a traditionally overpriced… Read Full Article
Editorial
Understanding Square’s Rally
Editor’s Morning Note: Welcome to the tail-end of earnings season. Shares in Square are up more than 12 percent today, following a strong earnings report that sent the value of… Read Full Article
Editorial
It Takes A Surprising Amount Of Seed Capital To Spoil A Startup
TL;DR We investigated whether raising a lot of Seed and Angel money affects a startup’s likelihood of raising a Series A round. Here are the main takeaways: For founders: Each… Read Full Article
Editorial
Can I Jet My Bitcoin To Wal-Mart In An Uber?
Editor’s Morning Note: It’s the middle of the week and tech is being silly again. Here’s what you need to know. Where to begin. Some notes from the last day: Bitcoin… Read Full Article
Editorial
Tech M&A Fires Up
Edtior’s Mid-Morning Note: Holy Magikarp, Batman! Following a busy few weeks of fresh corporate combinations, you and I are going to rewind through the most recent and most important deals. After… Read Full Article
Editorial
Following The Didi Deal, Is Uber Ready To Try The Public Markets?
Editor’s Morning Early Afternoon Note: Here’s the general case for an Uber IPO after it offloads its Chinese losses for equity and a cash infusion. It’s Monday, and the take machine has worked overtime since… Read Full Article
Editorial
Big Tech’s Big Quarter
Editor’s Morning Note: Tech’s Big 5 had big second quarters. Yuge quarters, even. After technology investment slowed in the second quarter, moderate amounts of pessimism felt warranted. After all, weren’t we… Read Full Article
Editorial
Box Rises
Editor’s Morning Note: Shares in Box are up today. Is that good news for cloud companies, SaaS startups, or just Box? The author is the person pictured above who eats… Read Full Article
Editorial
Return Of The Micro VC
TL;DR: Now that Micro VCs have found their niche in the ecosystem, investors are more willing than ever to support them despite a challenging capital climate. Two ends of the… Read Full Article
Editorial
Why Twitter Shares Are Off 13%
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
Editorial
Why Are Marketplace Lenders Struggling?
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
Editorial
Pokemon Boom And Bust
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
Editorial
2016: Here’s What’s Next For VCs And Startups
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
Editorial
Here’s How Much Yahoo’s Share Price Rose During Mayer’s Tenure
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
Editorial
Odds And Ends As The Verizon-Yahoo Deal Advances
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
Editorial
How One Unicorn Multiplied Its Valuation From $200M To $1.8B
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
Editorial
US Venture Capital’s Tougher Q2 In Historical Context
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
Editorial
Microsoft’s $20 Billion Promise
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
Editorial
Yahoo’s Tumblr Tumble
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
Editorial
The Changing Value Of ARR, Part III
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