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Expect Some Unicorns to Lose Their Horns, and It Won’t Be Pretty

nytimes.com

1–10 of 107 posts

Re: Expect Some Unicorns to Lose Their Horns, and It Won’t Be Pretty

#2
I was pleasantly surprised by this article.

I expected the usual 'the end is nigh, the bubble has popped, unicorns are screwed, we're all screwed' article. Instead, I was happy to find that it was about some of the ways that unicorns could or may have to protect employees, founders and early investors from down rounds. Purely as an educational experience, this article is certainly worth a read.

Re: Expect Some Unicorns to Lose Their Horns, and It Won’t Be Pretty

#3
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.

Re: Expect Some Unicorns to Lose Their Horns, and It Won’t Be Pretty

#7

Any thoughts on which unicorns are more situated to "weather the storm" and which aren't?

Ah, it would be great to drum a list! I.e. analyze each company, their rhetoric, metrics, and current trending performance, irrespective of perceived valuations.

I almost suspect someone is in the process of doing so right now.

Re: Expect Some Unicorns to Lose Their Horns, and It Won’t Be Pretty

#8
post #7

Any thoughts on which unicorns are more situated to "weather the storm" and which aren't?

Ah, it would be great to drum a list! I.e. analyze each company, their rhetoric, metrics, and current trending performance, irrespective of perceived valuations. I almost suspect someone is in the process of doing so right now.

The list of unicorns: https://www.cbinsights.com/research-unicorn-companies

Would definitely love to see some analysts grade that list in terms of whether the current valuation is sustainable.

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