Alex Wilhelm

IT総合

Does X’s new valuation make sense?

Snap and X are quite different, but they also share much. Let's compare what we know about their finances to find out if...
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Welcome back to the SaaS bear market

Investors have sold off cloud stocks to the point that they are in bear-market territory when compared to 2023 peaks. © ...
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Governments are getting their AI-regulating boots on

We're looking at a massive earnings week, the Biden administration's order regarding AI, Web Summit's new CEO, and more....
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There could be a simple reason why seed deals are so expensive today

It seems that as long as rapid revenue growth is possible in the earliest stages of startup life, valuations are going t...
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AgentSync raises $50M more in a massive Series B extension

Insurtech has had a rocky few years. Several startups in the space raised a lot of money and tried their luck on the pub...
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AI is finally resulting in real growth for big tech

Generative AI technologies are being suffused into a host of applications, and the financial results of all that investm...
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The Theory Ventures venture theory with venture theorist Tomasz Tunguz

Welcome to Equity, the podcast about the business of startups. This week, we had Theory Ventures founder Tomasz Tunguz o...
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As Databricks touts demand for AI services, all eyes are on Microsoft and Alphabet’s Q3 results

We can't wait to find out if these companies will report a material improvement from their investments in AI-related com...
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So how about another 20 IPOs?

One key area of private-market performance that we haven't yet given enough attention to is the matter of exits. © 2023 ...
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Here’s hoping genAI can make Siri better

Hello, and welcome back to Equity, the podcast about the business of startups, where we unpack the numbers and nuance be...
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All eyes on Tesla’s margins

The company has enjoyed gross margins far in excess of its major automotive rivals in recent years. © 2023 TechCrunch. A...
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All hail the (eventual) Plaid IPO

A CFO, recent notes on limited burn, and enough historical information to indicate that the company is IPO-sized already...
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The venture market is overcorrecting

Listen here or wherever you get your podcasts. Hello, and welcome back to Equity, the podcast about the business of star...
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Will seed deals ever stop getting more expensive?

Per PitchBook, through Q3 2023, seed-stage startups clocked a median pre-money valuation of $12 million, beating 2022's ...
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Investors have not given up on web3 gaming

Hello, and welcome back to Equity, the podcast about the business of startups, where we unpack the numbers and nuance be...
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6 VCs explain how startups can capture and defend marketshare in the AI era

We asked a number of venture capitalists who are active in the AI investing space to walk us through what they are seein...
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Medium expects to be profitable in 2024 as it climbs towards 1M subscribers

Media is a tough game, and wringing value out of words on the Internet is a never-ending battle. We spoke with Medium's ...
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Why Medium is opting out of AI

Medium has gone through a number of versions over the years, but what has been a steady focus in Medium's life in recent...
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Rivian reminds investors that making EVs is incredibly expensive

Remember how long it took Tesla to start making money and how much it raised along the way? Building an EV company is no...
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Don’t sweat the valuation headlines, ByteDance is doing great

Does TikTok owner ByteDance's valuation cut mean that it is a struggling business? Not in the slightest. Source: TCじゃぱん
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Web3 funding is down again as the crypto winter drags on

Crypto pretty much seems to have lost its allure as far as venture capitalists are concerned. Source: TCじゃぱん
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So what happened to Blue Apron?

How Blue Apron got to where it is today an interesting story, and one that we should trace from the company's IPO throug...
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The generative AI boom could make the OS cool again

New AI tech could upend the status quo, and I think that Microsoft adding AI at the OS level could be a big step in that...
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Was tech’s ‘bull run’ simply a temporary surge?

Several factors converged to help Instacart, Arm and Klaviyo to go public, but those trends have largely reversed — we m...
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Tech layoffs are all but a thing of the past

Provided that tech stocks don't drop by a surprise 10%, I suspect that we're entering a period in which tech companies o...
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The recent tech IPOs are flirting with negative territory

Klaviyo and Instacart's shares went on to trade above their initial IPO pricing after Arm's own listing. However, the mo...
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Klaviyo’s strong IPO pricing should give unicorns an idea of what they are worth

Defending — or nearly defending — a 2021-era valuation in a 2023 IPO is impressive, given how much the value of tech com...
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Instacart’s IPO storms out the gate, showing that unicorns can, in fact, go public and survive

For startups dying of thirst in this desert devoid of capital, Instacart could not have offered up a more satisfying gla...
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Can the tech IPO market keep up its positive momentum?

If investor sentiment does turn out to be that good, these IPOs could prove a boon for late-stage startups everywhere. ...
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What’s more venture capital than space lasers?

Listen here or wherever you get your podcasts. Hello, and welcome back to Equity, the podcast about the business of star...
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