On $600B of Y Combinator startup success
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On $600B of Y Combinator startup success
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Re: On $600B of Y Combinator startup success
#2Seems like every public YC company has fallen 50%+ within the last 12 months. I'm sure the private ones are even worse off. I'm hoping the definition of success changes. I'd like to see "rational valuations", "cash flow positive", or "a sustainable business model" as metrics in the future.
Re: On $600B of Y Combinator startup success
#3Seems like every public YC company has fallen 50%+ within the last 12 months. I'm sure the private ones are even worse off. I'm hoping the definition of success changes. I'd like to see "rational valuations", "cash flow positive", or "a sustainable business model" as metrics in the future.
I wouldn't say that's a YC-specific issue. Look at Nasdaq, this is a general issue with tech stocks right now, just this immense selling all across the board.
Re: On $600B of Y Combinator startup success
#4> data-driven approach to our investments
This is as absurd as saying "data-driven approach for finding out successful humans".
I am kind of aggravated to see drivel like this from VC's. This is similar to algorithm trading on stock market and not funding deserving startups. This 'data-drive' garbage is how you end up with more grocery delivery, food delivery and pet walking startups.
Re: On $600B of Y Combinator startup success
#5Seems like every public YC company has fallen 50%+ within the last 12 months. I'm sure the private ones are even worse off. I'm hoping the definition of success changes. I'd like to see "rational valuations", "cash flow positive", or "a sustainable business model" as metrics in the future.
This is pretty much the case for the entire market so I'm not sure it says anything in particular about YC companies.
Re: On $600B of Y Combinator startup success
#6Those pie charts should either a) be sorted by size---not by name :eyeroll: or b) be tables.
Re: On $600B of Y Combinator startup success
#7Those pie charts should either a) be sorted by size---not by name :eyeroll: or b) be tables.
For real those are visualization fails.
Re: On $600B of Y Combinator startup success
#8Seems like every public YC company has fallen 50%+ within the last 12 months. I'm sure the private ones are even worse off. I'm hoping the definition of success changes. I'd like to see "rational valuations", "cash flow positive", or "a sustainable business model" as metrics in the future.
Yes it's probably going to round trip back to $300B given AirBNB and DoorDash have taken their hits as of late. That said - I do think since the lock-up periods have probably expired on the big ones - the pre-IPO investors like YC/founders/VC probably made it out just fine already.
It's really a message to those of us retail investors buying the IPO or post IPO shares of YC companies that need to be aware of the track record w.r.t. an investment. Most of the gains have been extracted already and future post IPO growth has already been priced in.
It also does suggests that YC was perhaps a beneficiary of easy monetary conditions that lifted valuation.
Re: On $600B of Y Combinator startup success
#9Seems like every public YC company has fallen 50%+ within the last 12 months. I'm sure the private ones are even worse off. I'm hoping the definition of success changes. I'd like to see "rational valuations", "cash flow positive", or "a sustainable business model" as metrics in the future.
Yes it's probably going to round trip back to $300B given AirBNB and DoorDash have taken their hits as of late. That said - I do think since the lock-up periods have probably expired on the big ones - the pre-IPO investors like YC/founders/VC probably made it out just fine already. It's really a message to those of us retail investors buying the IPO or post IPO shares of YC companies that need to be aware of the trac…
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Re: On $600B of Y Combinator startup success
#10Seems like every public YC company has fallen 50%+ within the last 12 months. I'm sure the private ones are even worse off. I'm hoping the definition of success changes. I'd like to see "rational valuations", "cash flow positive", or "a sustainable business model" as metrics in the future.
Yes it's probably going to round trip back to $300B given AirBNB and DoorDash have taken their hits as of late. That said - I do think since the lock-up periods have probably expired on the big ones - the pre-IPO investors like YC/founders/VC probably made it out just fine already. It's really a message to those of us retail investors buying the IPO or post IPO shares of YC companies that need to be aware of the trac…
Why would this be specific to YC IPOs vs other IPOs?