If we only valued Udemy on its business revenues, at its final private-market valuation, it would be worth 4.5x its Q2 2021 ARR. That’s incredibly cheap.
Rich and worried about the world? Put your money where your concern is
Too much bullshit that is bad for the planet gets shrugged off under the protective armor of preserving shareholder value.
What Amplitude’s direct listing says about IPO pops (and how startups can avoid them)
If you care about the value of private companies and how they are priced, this is for you. If you do not, please read anything else; you are going to be bored out of your socks.
Can direct listings really fix the IPO pricing problem?
Even if you are tired of IPOs, the direct listings from Amplitude and Warby Parker warrant your attention.
Bootstrapping in 2021 goes a long way
The well-worn riff that it’s easier than ever to start a company today could be wed to the concept that it’s perhaps cheaper, too. That should bode well for bootstrapping.
It turns out fintech is worth as much as SaaS
The lesson appears to be that revenue growth matters more than near-term margins for fintech companies, allowing them to secure valuations that far surpass their final private marks.
Really, this market isn’t good enough?
Klarna’s CEO says he’s ‘nervous’ to take the company public. But the public market for BNPL companies actually feels pretty strong at the moment.
Which VCs are set to make a killing in GitLab’s IPO
The GitLab debut is set to make a lot of funds material coin.
The value of software revenue may have finally stopped rising
Startups are raising record sums around the world, thanks to several contributing factors. But the free ride could be ending.
What could stop the startup boom?
Similar to how certain macroeconomic conditions have provided a long-term boost, a reversal of those conditions could do the opposite.