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.
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.
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.
News Fix: Long-Term Stock Exchange Gets SEC Approval; Bitcoin Google Searches Spike
By Vin Narayanan on May 18, 2019
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.
Cannabis Report: Canopy Growth Thinks Ahead While U.S. Cannabis Research Falls Behind
By Early Investing on April 25, 2019
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.
News Fix: Carl’s Embraces 4/20; IPO Frenzy Hits Wall Street
By Vin Narayanan on April 20, 2019
Carl's Jr. is testing a CBD-infused sauce in Colorado and Wall Street has caught IPO fever.