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Atlassian Acquires Loom

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391–400 of 408 posts

Re: Atlassian Acquires Loom

#391
post #364

Earlier quoted context omitted.

for companies raising 9 figure later-stage rounds? that's not obvious to me and relevant to this case, often the investor will do a higher valuation (artificially minting a unicorn etc) for optics/vanity reasons, which eats an additional 1+ years of future growth, eliminating the relevance of a discount here and for folks who many not have followed terms above: investors get preferred shares, with rights over these d…

The people who come up with 409a prices have every incentive to make it as low as possible provided it is somewhat defensible to the IRS. I assure you they can get more creative than saying that the last preferred price was at $X, therefore our hands are tied and the common must be close to that. They can take into consideration the preferred preferences, the current state of the business, the time since the last rou…

This is a thing I'd love to see data for - the strike price discount at time of acquisition for later-stage companies. These same companies in that megaround companies probably have stock on secondary markets, which might be a good proxy for some of this.

And totally agree wrt creative arguments being viable... Just not clear what ends up happening in practice. Ex: I can imagine a split between paper unicorns vs ones w revenue backing it up being closer to market, and those later ones often switching to RSUs. So genuine curiosity here.

Re: Atlassian Acquires Loom

#392
post #281

If you have a mac, buy Compressor app from Apple set up Folder watch, use Zoom to start an empty video meeting to show video of yourself, minimize(shift cmd m) and float(cmd alt f) the zoom window, then use MacOS screen record(cmd shift 5) to record. I can get this screen grab setup up running in 10 seconds. You don’t need Loom for most cases

You can use quicktime to show your webcam + cmd-shift-5 as well.

QuickTime if you used it has a huge window at its minimum that blocks a lot of screen, zoom allows a small one

Re: Atlassian Acquires Loom

#393
post #329

Earlier quoted context omitted.

This is such an on-brand HN response. “You don’t need Loom, just do these [10 inconvenient steps] and it’s the same”. How do you share and upload those videos? Where are they hosted? Can you set a CTA on the video? Get transcripts? Find who has viewed your video? Add a custom thumbnail? Get comments on your video? Set a description? These are all baked-in things that Loom handles, not to mention one-click recording t…

Agreed, especially because Compressor is $50: https://apps.apple.com/us/app/compressor/id424390742 At that point, you may as well just buy CleanShot X for $30: https://cleanshot.com/

If you are good as cmd line, you can have some sort of job to monitor and use ffmpeg to auto compress/convert.

Re: Atlassian Acquires Loom

#394
post #281

If you have a mac, buy Compressor app from Apple set up Folder watch, use Zoom to start an empty video meeting to show video of yourself, minimize(shift cmd m) and float(cmd alt f) the zoom window, then use MacOS screen record(cmd shift 5) to record. I can get this screen grab setup up running in 10 seconds. You don’t need Loom for most cases

This is such an on-brand HN response. “You don’t need Loom, just do these [10 inconvenient steps] and it’s the same”. How do you share and upload those videos? Where are they hosted? Can you set a CTA on the video? Get transcripts? Find who has viewed your video? Add a custom thumbnail? Get comments on your video? Set a description? These are all baked-in things that Loom handles, not to mention one-click recording t…

It’s actually one step if you just want screen recording shift cmd 5 at any time, going to loom you likely need 5-10 clicks to start one. I do agree loom provide auto saves, share but like I said if you have ssd space and don’t need to share instantly..

Re: Atlassian Acquires Loom

#395
post #281

If you have a mac, buy Compressor app from Apple set up Folder watch, use Zoom to start an empty video meeting to show video of yourself, minimize(shift cmd m) and float(cmd alt f) the zoom window, then use MacOS screen record(cmd shift 5) to record. I can get this screen grab setup up running in 10 seconds. You don’t need Loom for most cases

Great trolling, almost got me for a second. 99% of people would get bored and frustrated by step 3 from what you listed.

That’s why Loom is selling for a bill

Re: Atlassian Acquires Loom

#396

Earlier quoted context omitted.

most of the employees came in at later rounds, so play it out. ex: They'd get say $100K in options on paper, but the pitch would be the company is high-growth, so expectation of 2X, 10X, 20X, etc over next few years. That $100K is really $200K next year, $2M the year after, etc. Except they sold the company at a ~flat multiple over the valuation. If employees got RSUs, then at least they made say $65K after short-ter…

That’s not how option pricing works. This is a private company, and it was raising money using preferred shares. The employee shares underlying the options would have been common stock. At least once a year the company would be required to do a 409a valuation to set the FMV for those underlying common shares and thus the strike price for any options in the next year or less. The 409a valuation for common shares is pr…

Most employees probably made some money, just not very much.

Early employees would be lucky to get options worth 10-20bps of the company, so assuming $800M was distributed to shareholders after accounting for 1x liquidation preference that might only be $800k-$1.6M before accounting for dilution for the very earliest employees, and a lot less for everyone else.

Re: Atlassian Acquires Loom

#397

Earlier quoted context omitted.

Maybe in a big company, but actually I completely disagree with this in the context of a small startup. In that context, having a tight team of people who are highly passionate about the product is _essential_.

I think you can be highly passionate about solving complex problems without being highly passionate about the product

You can be, but I wouldn't hire that person. Why would I want an engineer who doesn't give a shit about the actual product they're responsible for?

Re: Atlassian Acquires Loom

#398

Earlier quoted context omitted.

most of the employees came in at later rounds, so play it out. ex: They'd get say $100K in options on paper, but the pitch would be the company is high-growth, so expectation of 2X, 10X, 20X, etc over next few years. That $100K is really $200K next year, $2M the year after, etc. Except they sold the company at a ~flat multiple over the valuation. If employees got RSUs, then at least they made say $65K after short-ter…

That’s not how option pricing works. This is a private company, and it was raising money using preferred shares. The employee shares underlying the options would have been common stock. At least once a year the company would be required to do a 409a valuation to set the FMV for those underlying common shares and thus the strike price for any options in the next year or less. The 409a valuation for common shares is pr…

Nothing you said here is wrong, but it also doesn't explain how likely or not employees with those common shares will have made money. Having been on both sides of these transactions, I think it's likely that they made very little on their vested shares, but they likely will have been given new hire packages with Atlassian that will be worth something (RSUs vs options).

Why do I think they didn't make much from vested shares? Simple preference math. While I don't know Loom's cap table, or how each round was structured, I think we can all agree that they gave shares to investors that at least had 1X preference. Given that the sale happened at a substantial discount to their last round valuation, it's likely that preferences ate up most if not all of the proceeds of the deal. There may have been a sweetener of some sort offered to the leadership team, and that may have been distributed to all existing employees, but that would have been independent of the cap table (they're not going to give a package to departed employees that exercised options).

Re: Atlassian Acquires Loom

#399

Earlier quoted context omitted.

Maybe in a big company, but actually I completely disagree with this in the context of a small startup. In that context, having a tight team of people who are highly passionate about the product is _essential_.

I think you can be highly passionate about solving complex problems without being highly passionate about the product

[deleted]

Re: Atlassian Acquires Loom

#400
What’s the point in this acquisition? Why do enterprise projects need short form videos (aka Tik Tok)?

Atlassian products are already dog shit slow. Add in the number of plugins that admins add over the years plus processing and hosting of videos … It’s going to be a hot mess.

Would hate to be the person on the project that has diminished vision or completely blind. Screen readers don’t stand a chance against QA’s short form videos with no audio or description of the bug or feature.

Seems like bloat to me. Atlassian trying too hard to become the sole solution for project management.

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