21–30 of 107 posts
When I read old case studies like WebVan it is hard for me to believe in a bubble. I do think their valuations are too high, but they certainly aren't zero--more than half of the people I know have taken and Uber or Lyft more than once, for example.
Any thoughts on which unicorns are more situated to "weather the storm" and which aren't?
I think Uber or Airbnb will stay and become huge, but they might both be overvalued.
Am I reading this right?: 1. Early investors overvalue a company at $X+Y 2. Investors give money and get Z preferred shares at valuation $X+Y 3. New investment round, company valued at $X 4. Wealth transferred from founders and employees -> original investors to cover the difference $Y
Any thoughts on which unicorns are more situated to "weather the storm" and which aren't?
Any thoughts on which unicorns are more situated to "weather the storm" and which aren't?
Flipping through the list, my top 3 are Palantir, Spotify, and Zenefits. I think Uber or Airbnb will stay and become huge, but they might both be overvalued.
Any thoughts on which unicorns are more situated to "weather the storm" and which aren't?
Flipping through the list, my top 3 are Palantir, Spotify, and Zenefits. I think Uber or Airbnb will stay and become huge, but they might both be overvalued.
Any thoughts on which unicorns are more situated to "weather the storm" and which aren't?
Flipping through the list, my top 3 are Palantir, Spotify, and Zenefits. I think Uber or Airbnb will stay and become huge, but they might both be overvalued.
Any thoughts on which unicorns are more situated to "weather the storm" and which aren't?
Basically anyone at or near profitability can weather most storms
Profitability depends on a network of flowing capital. When the input (e.g. of venture funding) dry up, profits will vanish in a shockwave.
That is dramatically true for companies whose business model is to provide services and products for either other companies in the network...
...but also for those catering to their employees.
IMHO a lot of 'problems' which seemed to cry out for an 'app' solution are going to turn out to be first world problems no longer pressing when the economy turns.
Then there's the fact that there are a lot of ugly weather patterns nationally and globally brewing...
Hold on, Toto!