Takeaways from the unicorn extinction
The term “unicorn” was coined only 11 years ago. Fast-forward to 2024 and we can learn a lot about the future of VC.
Tell your boss: The software recession is over
Software is the bellwether for VC. How’s it doing? (Bonus discussion for your next cocktail parties: inverted yield curves.)
Let’s all overreact to the state of VC and PE
There are very good reasons to feel very bad about the outlook for VC and PE. Should we?
Your VC investments are about to get smoked (Right?)
Signs are everywhere that VC is in for a world of hurt. But, this isn’t the first time we’re being told we’re in a bubble. (It’s not even the tenth time).
How to avoid an OpenAI-style trainwreck
Improbably, Microsoft emerged from the high speed train wreck at OpenAI in a much stronger position. But Microsoft dodged a $13 billion cannonball.
How the world’s best VCs torched $1.9B
We were once aggressively pitched to invest in a sports beverage firm. The frontman was a twitchy but smooth-talking CEO from Newport Beach.
The strip club solution to a rough VC market
It may be time to join the strip club. That may not be good for our spam filters, but it’s true.
CVCs aren’t wasting a good crisis
The last three quarters have been rough for VC. Very rough. Are corporate venture arms heading for the door?
3 Takeaways on the “Down Round IPO”
We noted last month that IPOs are back – but that we shouldn’t get excited. Yes, the IPO window has opened.
IPOs are back. Don’t get excited.
Hidden in the euphoria: there may be a time bomb ticking for the broader VC market.
