Archive: Zoom

Data Is Eating the World

By Vin Narayanan on March 23, 2022

For more than 10 years, “software is eating the world” has been an article of faith among startup investors. Marc Andreessen — co-founder of both Netscape and venture capital firm Andreessen Horowitz (a16z) — wrote these famous words in a blog post in August 2011. And his thesis was pretty simple. My own theory is that we are in the middle of a dramatic and broad technological and economic…

Why Big Budgets Can Lead to Low Returns

By Andy Gordon on October 16, 2019

The most successful IPOs over the past decade all have one thing in common. And it’s not revenue growth.
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Pre-IPO Investors Don’t Need to Worry About WeWork

By Adam Sharp on October 1, 2019

WeWork has been a disaster, especially for SoftBank. But fortunately for pre-IPO investors, it’s not really impacting the private startup markets.

News Fix: WeWork Can’t Shake Off Its IPO Woes

By Vin Narayanan on September 21, 2019

In the news this week, WeWork’s IPO woes continue, Massachusetts’ vape sales decline and the U.S. Army looks to hire crypto investigators.
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What to Look for in a Software as a Service Company

By Adam Sharp on August 13, 2019

Software as a service companies are some of the hottest investments around. Here’s how to find standout companies in the sector.
In the news this week, former NFL players get into the weed business, Marc Andreessen’s Long-Term Stock Exchange gets SEC approval and Mark Mobius changes his mind.

Pinterest Pre-IPO Investors Are Already Too Late

By Allison Brickell on April 29, 2019

Pinterest joined the IPO parade with much fanfare from investors, but its IPO price-to-sales ratio seems questionable - especially when compared with a more established company.
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This week in weed, an American cannabis stock makes its Nasdaq debut, Canopy Growth thinks ahead and the U.S. misses the boat on medical marijuana.
Carl's Jr. is testing a CBD-infused sauce in Colorado and Wall Street has caught IPO fever.