tech, startups, internet
Is cash kingmaker or killer for startups?
“A examination of when cash can anoint a market winner.” | learn more
Category: tech, startups, internet
tech, startups, internet
Vibe shift and costly signaling.
The article starts out by showcasing the “vibe shift” that web design went through circa 2015. Whereas before photography was front and center, after the shift illustrations became more popular. The author’s theory is that free high-quality photography became available, […]
tech, startups, internet
Refactoring restaurants.
Byrne Hobart shares how a business model by startup Local Kitchens might, “mean that the minimum viable restaurant location is a lot smaller than it used to be, and that small, beloved establishments that were too undercapitalized to expand can […]
tech, startups, internet
1% of Salesforce’s revenue makes a unicorn.
“We have reached a point in SaaS where a small fraction of an incumbent is a billion-dollar company. If you start a business tomorrow that is able to cleave 1% of revenue from Salesforce, you will have built a billion-dollar […]
tech, startups, internet
The three eras of startup valuations.
How do you value a company? “Reflecting on this question a founder posed this week, I remembered how we came to be here, the three eras of startup pricing: cash-flow, multiples, and discount-to-future-value.” | learn more
tech, startups, internet
Zero marginal cost content and the metaverse, powered by DALL-E.
“Machine learning generated content is just the next step beyond TikTok: instead of pulling content from anywhere on the network, GPT and DALL-E and other similar models generate new content from content, at zero marginal cost. This is how the […]
tech, startups, internet
Metaverse builders see virtual pets as their killer app.
“Pokemon Go creator Niantic revealed its next game yesterday, an augmented reality pet simulator named Peridot. … Similar to Pokémon Go, the game uses a phone’s camera to make the creatures visible in an overlay to the real world, using […]
tech, startups, internet
Why VC firms are registering as investment advisors.
“I believe that we will continue to see more and more traditional venture capital firms decide to register because their business models will need to evolve as the overall venture capital industry continues to change and competition increases.” | learn more
tech, startups, internet
Success and failure at Pebble.
The cofounder of the original smart watch, Eric Migicovsky, shares his story. “I’ve been giving a talk on the importance of learning from failure to every YC batch for last few years. I wrote this post in 2017 but never […]
tech, startups, internet
Burning cash, Fast.
“Fast, a buzzy startup that attracted more than $120 million in investment to help people expedite online purchases, is shutting down, according to the company’s chief executive, Domm Holland.” | learn more