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The myth of “stage agnostic” investing
Equity
access_time11 months ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This week we were helmed by Kate Clark, Alex Wilhelm, and yet another extra special guest. Unusual Ventures co-founder and partner John Vironis joined us to talk soil investing (yes, it's a thing), seed investing, growth investing and all the somewhat meaningless funding stages. Vrionis was a longtime investor at Lightspeed Venture Partners and has made big bets on a number of companies, including AppDynamics, Heptio, and Mulesoft. It was a great episode that kicked off with some conversation around DoorDash, the food delivery company that continues to make headlines week after week. We'd like to stop talking about the company, but it intrudes regularly into our notes. This time DoorDash bought a few companies, purchases that appear set to allow the firm to boost its investment and research into self-driving delivery robots. (Kate saw one in the wild recently!) Next we went deep into the subject of seed. John, of course, has been a seed investor for years and has lots to say on the topic. Mostly, we discussed Kate's latest piece on mega-funds making an increasing number of deals at the earliest stage. John doesn't think "stage-agnostic" investing makes any sense. You need experts at each stage making bets on a specific type of company. In his words, 'a heart surgeon wouldn't deliver your baby, right." Then we moved onto one of our favorite subjects, namely direct listings, the IPO market, and if money is too often left on the table. The question takes on extra import when we see results like Dynatrace's IPO, which rose around 50 percent its first day. It seems likely that we'll see other companies pursue the sort of direct listings that Spotify and Slack managed. That segued us brilliantly into our final topic: Airbnb and its financial health. The firm, we reckon, is a good candidate for a direct listing itself. We talked over its numbers, and if we were to sum our perspectives, we'd say that Airbnb is about as impressive as we expected. All that and we had fun, as usual.
Equity interview | Michael Seibel | Y Combinator's CEO
Equity
access_time11 months ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. We have a special episode ready for you today. As many of you know, it's that time of year when hundreds of nascent startups make their big 2-minute pitch to the top venture capitalists of "Silicon Valley" (San Francisco) at Y Combinator's Demo Day. We (Kate and Alex) thought we'd bring in a YC expert, YC chief executive officer Michael Seibel, to chat about the batch, changes in the last year, rising deal prices, SAFEs vs. convertible notes and the future of technology in SF. "This place is where tech is happening and they want to be here," Seibel told us. "Like I'm a struggling actor in Iowa and I want to get to Hollywood. This is kind of the promised land for a lot of people around the world." We had a lot of questions for Michael. For one, deal sizes and valuations at the seed stage are growing like crazy and YC is a big cause of that. To our surprise, Michael isn't actually a big fan of these huge rounds. "We don't think this is necessarily a positive phenomenon; on the other hand, we like that our founders get less dilution," he said. If you're interested in taking a look at each of the companies that made their pitch yesterday, at Day One of Y Combinator's Demo Day, you can take a look at TechCrunch's full list. Check back end of day Tuesday for a full list of companies that pitched on Day Two. As a final note, Equity is still not an interview show. This was a fun exception!
Equity Shot: WeWork S-1
Equity
access_time11 months ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. Today is our promised Equity Shot (a short-form, single-topic episode) on the WeWork S-1. You can read Kate's notes here, or Alex's here as a place to start. Given that we didn't know when the WeWork S-1 filing was going to make itself known, we put together this episode from TechCrunch's SF HQ, Alex's home office, and Kate inside a New York Blue Bottle Coffee. We were not about to let the locational issues stop us from having fun! Where to begin! WeWork is growing like mad, but it's hard to tell what its gross margins are. This makes its revenue quality hard to parse. (Alex tried to figure that out here, TechCrunch has even more good questions and notes here). What wasn't hard to figure out was that WeWork -- also known as The We Company -- is tectonically unprofitable on operating and net bases. And that the company's operations consume cash, while its investing activities torch the stuff. WeWork's eclectic chief executive officer and co-founder Adam Neumann will maintain a majority of voting rights. It's not uncommon for founder-led companies to adopt this sort of voting structure and considering how central Neumann is to WeWork's identity, we weren't the least bit surprised by this. The company's IPO will make a lot of groups a lot of money. Mainly Benchmark, a respected venture capital fund, JP Morgan, and, of course, SoftBank, which has invested billions in WeWork and now owns more than 100 million shares. And that's all for now. Don't miss our episode with Dan Primack that came out yesterday. A busy week, but a good one. Chat again soon!
Axios' Dan Primack on 'the most polarizing startup that exists'
Equity
access_time11 months ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This week was a bit special. Instead of meeting up at the TechCrunch HQ to record the episode, Kate and Alex met up in muggy Boston at Drift's office, where we linked up with Axios's Dan Primack. And since we were feeling chatty, we went a bit long. After checking in with Primack (he has a newsletter and a podcast), we first dealt with the latest from Tumblr. In short, Verizon Media is selling Tumblr to Automattic for a few dollars. How did Verizon wind up owning Tumblr? Ah. Well, Yahoo bought it. Later, after Verizon bought AOL, it bought Yahoo. Then it smushed them together and called it Oath. Then Verizon decided that it didn't like that much and renamed the group Verizon Media. But Verizon doesn't want to own media (besides TechCrunch, of course), so it sold Tumblr to Automattic, a venture-backed company best known for operating WordPress. That's a lot, I know. What matters is that Yahoo bought Tumblr for more than $1 billion. Verizon sold it for around $3 million. Now, Automattic now has a few hundred new employees and a shot at juicing its userbase before it goes public. After that, we lamented that the WeWork S-1 had yet to appear. This was a tragedy, frankly. We had expected to spend half the show riffing on WeWork's financials, alas So we turned to some normal material, like Ramp's recent $7 million raise to take on Brex, and, SmartNews's recent round, which gave it an eye-popping $1.1 billion valuation. We ran a bit long because we were having fun, fitting in some conversation surrounding the notes from the SEC regarding the now-dead and then-fraudulent Rothenberg Ventures. More on that here if you want to get angry. And finally, Vision Fund 2. It's been a big source of interest for everyone on the show, and we expect whatever the second-act Vision Fund winds up becoming to be a big damn deal. The fund will invest in more than just consumer marketplaces, in fact, it's eyeing more AI businesses and even biotech. That should be interesting. All that and we have a lot more good stuff coming. Thanks for listening to the show, and we'll be right back.
Startups seek sperm... And venture capital backing
Equity
access_time11 months ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This week we were helmed by Kate Clark and Alex Wilhelm, but those of you who love the show having guests on don't despair. As we explain at the top, there's a lot of folks coming on the show soon, many of whom you know by name. But that's to come, and we had a lot to chat through this week. Including, right from the jump, the latest gyrations in the stock market. Earlier this week tech stocks, and especially cloud and SaaS stocks, took a nosedive. Sentiment swung around later in the week when markets caught their breath and Lyft's earnings went well. But the movement in highly-valued SaaS companies caught our eye. Perhaps if the market finally does correct, we'll see growth stakes take the worst of it. But it wasn't all bad news on the show, a new app that raised $5 million caught Kate's attention. It's called Squad and it's now backed by First Round Capital, the seed fund behind the likes of Uber. You can read Kate's interview with the founder, Esther Crawford, here. Next, we turned to two startups that are focused on male reproductive health. While we've covered startups focused on fertility before on the show, this is the first time we've delved into male-focused services that are designed to help men take part in conception. The news here is Dadi has raised another $5 million in venture capital funding. Legacy, the other male fertility company we discussed, is taking part in Y Combinator's summer batch right now. On the IPO-ish beat, we talked about Postmates which has a new stadium partnership, and, more importantly, permission to use cute robots to deliver things in San Francisco. After hearing about how small, rolling robots will handle last-mile deliveries for years, we're excited for them to actually make it to market. In our view, technology of this sort won't eliminate the need for human workers at on-demand shops, though they may replace some routine runs. Bring on the burrito robots. We closed on Airbnb's purchase of Urbandoor, yet another acquisition from the popular home-sharing company that will eventually go public. It has to, right? Perhaps Urbandoor will help unlock new revenues in the corporate travel space before we see an S-1. After all, Airbnb wants to debut with plenty of growth under its belt to help it meet valuation expectations. Adding revenue to its core business could be a good way to ensure that there's new top-line to report. More to come, including something special next week!
Unpacking DoorDash's $410M Caviar acquisition
Equity
access_time12 months ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This week Kate and Alex were back to dig through a surprising number of fresh rounds and new funds along with a little breaking news. The traditional VC summer is nowhere to be seen in 2019, so expect the show to stay packed for the foreseeable future. DoorDash's decision to buy Caviar from Square upended our agenda. The decacorn's decision to drop $410 million in cash and stock on an asset that Square had spent around $90 million on was nearly confusing. Square couldn't offload the damn thing for $100 million back in 2016; Jack's second company has now shed an unprofitable arm that looked less and less core to its operations as time has gone along. And DoorDash turned cash and stock into a bit of growth. Next on the docket was Clearbanc. The company, which wants to disrupt venture capital by popularizing the revenue-based financing model, raised a $50 million round and announced a $250 million fund. We're keeping a close eye on this company, as its fast-growth is relatively unmatched. Plus, Kate's interviewing Clearbanc co-founder Michele Romanow at TechCrunch Disrupt San Francisco, our annual conference that brings together the leaders of tech today. So that's fun. In this week's edition of SaaS Watch, Monday.com raised $150 million at a $1.9 billion valuation. The corporate task management and productivity company is another firm selling software to help teams work together more efficiently. Slack, Asana, Notion and others are working in related areas. Our second to last topic was Compass. There wasn't enough time to go too deep but here's the TL;DR: Compass raised a whopping $370 million on a valuation of $6.4 billion. And finally, PowerPlant ventures raised a second, larger fund. The new $165 million vehicle will follow the first (a $42 million capital pool, as TechCrunch reported), investing in plant-based food companies. With the epic rise of Beyond Meat on the public markets, plant-based foods are hot and investors want a bite of the results. Also, we dig niche, focused funds. Reminder, you can connect with us via email at equitypod@techcrunch.com. We're open to feedback, suggestions and even compliments!
Why the hell is Robinhood worth $7.6B?
Equity
access_time12 months ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This was a special week for us because Danny was back in the office, which meant we cornered him into coming on the show. Danny, of course, is an Equity regular. Also aboard this week were our regular hosts, Kate and Alex. We were relieved to have three hosts because there was a lot of news to get through, from IPOs to late-stage financings to little seed fundings, and we shit you not, camping! Up first was the rapidly-approaching WeWork IPO. WeWork, also known as The We Company, filed to go public some time ago. So we weren't terribly surprised to learn the company is plotting a September listing. Though that's earlier than we'd been expecting, we're not complaining. If the sooner-than-anticipated IPO is due to market timing, or the company simply being ready we don't know yet. But we will when we see the numbers. Bring on the S-1 filing. Next Alex took us through a few recent and upcoming IPOs. He promised to be brief, so we'll mirror the feat here. Last week Phreesia, Medallia, and DouYu went public (notes here), Livongo got out this week (S-1 review here), and 9F and CloudMinds have filed. Expect more IPO news in time whether you want it or not. Leaving the public markets, Kate had words concerning the forthcoming Bird round that has yet to close. The company is raising its Series D led by Sequoia at a $2.5 billion valuation. Listen to the episode for your weekly scooter rant. Next, Danny took us through the Robinhood round, which brought us to a discussion point. Alex wanted to compare Robinhood to Slack, when the latter company was worth about the same amount as Robinhood is now. Kate objected to the comparison, one's an enterprise software business and the other a fintech giant. Still, Alex had lots of great points. We then turned to HipCamp. The company, known as Airbnb for camping, raised a nice round of funding at a $127 million valuation. Andreessen Horowitz was involved via new general partner Andrew Chen, who recently announced another deal in the email subscription platform Substack. We're betting Airbnb gobbles up HipCamp at some point. We also touched on Gusto's $200 million raise (and its constituent new valuation), before closing with the now-very-probable Vision Fund 2.0 and its Microsoft connection. All that and we left even more material on the floor due to time. Make sure to check Equity out on Spotify if you haven't seen us over there before. Click here to find the show.
Can you really predict the next generation of unicorns?
Equity
access_time12 months ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. It's a good week here at Equity HQ because our two co-hosts are both back at the same time! Kate Clark and Alex Wilhelm, after each of them taking some time off, led the show today, digging into a wealth of news and happenings. Here's a quick rundown of what happened on the show this week! Postmates is still working on its IPO! Despite some reports indicating that the popular on-demand delivery company was talking to rival players about a possible sale, the company's CEO said this week that his firm is still looking to go public. (It's also picking up money this year, and talent.) Selfishly we love this, as we want to read its S-1 and see its numbers, something that wouldn't happen if it wound up subsumed into a larger company. Say, Uber for example. DouYu priced its IPO at the low-end of its range, but the offering did add lots of new capital to its coffers. Not every IPO raises its range and prices above the heightened interval, DouYu reminds us. But the company's debut is yet another China-based unicorn going public on the U.S. markets, so we had no choice but to pay attention to the streaming and esports-themed company. Recall that Huya, a similar company, went public previously (more here). CrowdStrike's first earnings report was a success. The cybersecurity business focused on endpoint protection posted revenues of $96.1 million on GAAP net losses of $26 million in the first quarter of fiscal year 2020. The company, if you remember, completed a $612 million NASDAQ initial public offering in June. The next unicorn list contains some obvious companies (Rothy's, Next Trucking, etc.) and some surprise entries (Lattice?). 100 Thieves has lots of new money, and esports is cool. That's a quick summary, but in detail, the firm added a $35 million Series B to its accounts less than a year after it raised a $25 million Series A. When a firm raises an extra round that quickly, it usually means things are going well. Patreon raised a big new round. You're all familiar with Patreon, a platform that supports creators. Can a pivot toward SaaS accelerate its path toward a billion-dollar valuation? We think so. Substack, a plucky favorite of the journalist scene, has fresh capital! Because both Alex and Kate are authors of their very own newsletters (yes, they have a podcast too, sorry), they had plenty of thoughts about this one. Next week Kate and Alex are back and we may even have a special guest back with us. So make sure you are subscribed, and we'll be right back in just seven days.
The IPO window that never closes
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This week was a bit of a turn-about. Kate was off this week and Alex was back, so we brought back a few favorites to tide us over until our regular leader returns. For this IPO-themed episode, we had TechCrunch and Extra Crunch's Danny Crichton in the studio along with Deloitte's Barrett Daniels, a prior guest on the show and one of our favorite humans. It being roughly the middle of the year, we decided to do a bit of run through the first two-quarters' worth of tech IPOs. There was, as you can expect, a lot to get chat about. We started with notes on how the Chinese venture capital market is changing, most notably in terms of its share of the world's largest venture rounds. After leading the world for what felt like years, venture investment into China-based companies is slipping. And the declines are picking up attention (here, here). But not all the news was gloomy on the show this week. Indeed, while some global data relating to the global IPO market wasn't exactly sparkling, the US-listed tech IPO market is doing really well. After we went over a number of the companies that went out and did well post-IPO (nearly every company aside from the ride-hailing players), we conceded that things are pretty damn warm for companies going public. At the same time, we couldn't agree on how long the IPO market would remain so welcoming. If it stays open, more unicorns will make it out. If the IPO window closes soon, we'll see hundreds of unicorns trapped on the wrong side of the glass. And we wrapped with notes on everyone's favorite space-faring SPAC. We'll see you all really soon.
Investing elsewhere with Revolutions’s Clara Sieg
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. I was in the studio alone this week with the wonderful Clara Sieg of Revolution, an early-stage venture capital fund that invests in disruptive startups from underrepresented geographies. As you might have guessed, we talked about the rising trend of investors backing companies from "second-tier" markets like Austin, Atlanta, Denver, Philadelphia, Seattle, etc. Clara herself hails from Pittsburgh, an up and coming market for technology startups and venture capital investments. We discuss how that has influenced her career in VC and how she landed at Revolution (she's been there for nearly a decade!) in the first place. In this special episode, Clara also teaches me how cities become tech hubs. It's a special kind of recipe. A city must have a great university, or a few, nearby to provide a constant flow of talent. They need some big corporations around for the same reason. They need a healthy community of angel investors ready and willing to get things going. And well, listen to the episode to learn the rest. Finally, I ask Clara what investment she regrets not making the most. Her answer might surprise you.
SoftBank-backed startup cracks under pressure to scale
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. Our esteemed co-host Alex Wilhelm was out again this week, but Kate Clark was in the studio with the lovely TechCrunch editor Connie Loizos and Canvas Ventures' general partner Rebecca Lynn. The wonderful Chris Gates is on vacation this week, so TechCrunch's Megan Rose Dickey sat in the producer's chair. That made this episode extra special, as it was our first all-female group on the mics and behind the scenes.
The VCs behind Libra, Facebook's new cryptocurrency
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. Sadly, Equity co-host Alex Wilhelm is out this week, but for good reason: He's getting married this weekend. Fortunately, we had the esteemed TechCrunch editor Danny Crichton step in to discuss Slack's direct listing, Facebook's new cryptocurrency, the scooter cash desert, startup founder salaries and more with Equity co-host Kate Clark.
Silicon Valley’s founder fetish infantilizes public companies
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This week was a lot of fun. We had Kate and Alex in the studio with Chris running the show and reminding half the recording team about English words (immersive, as a spoiler).
What happens to late-stage VC if the Vision Fund goes away?
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. Good news! Kate and Alex were both back in the studio this week. And even better news, the new TechCrunch studio is big and soundproof and pretty nice, really.
Is the tech press too positive in its coverage of startups?
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. It's our first week in the new TechCrunch podcast studio, or it was for Kate Clark and Chris Gates. Alex Wilhelm will be back around SF next week. For now, we fired up the mics and dug into what was a veritable barrage of news.
Changes at YC, DoorDash raises more, and how to avoid an IPO
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. We're back to our old, weekly cadence. Which is all well and good but after a run of doubling up episodes to keep up with the news cycle, showing up just every seven days nearly feels like vacation. But hey, we're here for you (you follow us both on Twitter, right?).
Unpacking Away's $1.4B valuation, the startup studio model and CrowdStrike's S-1
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines.This week was something a bit special for the team, albeit in a sad way. It marked the last episode in which we'd all be together in the current TechCrunch office. It's a place we've spent so much time in so we were all a bit nostalgic. (TC is moving offices, nothing else is changing!)
Equity Shot: Judging Uber's less-than-grand opening day
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. We are back, as promised. Kate Clark and Alex Wilhelm re-convened today to discuss the latest from the Uber IPO. Namely that it opened down, and then kept falling.
Why Om Malik thinks 'the VC subsidized life is over'
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines.This week we had the full Equity staff on hand to dig through the week's news, helmed by Kate Clark and Connie Loizos with Alex Wilhelm in the studio too. Plus, Om Malik, a former scribbler and current venture capitalist, joined us to riff on the latest.
New a16z funds, a $200M round, and the latest from WeWork and Slack
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This week brought the ever-excellent Danny Crichton back to the show, along with myself. The two of us opted to do a bit of a news run, so strap in for a host of topics. Of course, we had to cover some IPO news at the end, but here’s what else happened this week that caught our eye:
Equity Shot: Uber's IPO terms and Slack's S-1
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. Kate and Alex are back (again), bringing you the latest on the IPO front. As Friday is coming to a close, we'll keep this post short to leave plenty of room for you to dig into the audio. Welcome to the weekend.
Mary Meeker's new fund, two IPOs from China, and what's next for Uber and Slack?
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This week Kate Clark and Alex Wilhelm dug into the latest, namely big news on the fund front from folks you know, two China-based companies going public on domestic exchanges, and what's next in the long-running sagas of getting Uber and Slack public.
Equity Shot: Pinterest zooms into the public markets (and yet another tech company files for an IPO)
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This is a relaxed, Friday, Equity Shot. That means Kate and Alex were on deck to chew through the latest from the IPO front. We'll keep doing extra episodes as long as we have to, though we're slightly sorry if we're becoming a bit much.
VCs bet on cannabis vaping, ED meds and mobile fertility clinics
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines.This week was a bit of a reunion with Kate and Alex on as usual, with the addition of Extra Crunch denizen extraordinaire Danny Crichton. Danny, you may recall, has been a semi-regular Equity co-host over the past year.
'Undercorns,' IPOs and what going public is really about
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines.Kate and Alex were here yesterday to dig into the Uber IPO filing; for today's episode, we put that aside and discussed everything else that happened this week. Lucky for us, for the second half of our Thursday podcast-a-thon, the excellent Phil Libin joined us. He was the perfect guest for an IPO-heavy week.
Equity Shot: Uber S1
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. It's time for another Equity Shot, a quick-take episode centered around a breaking news event. This time, as you already guessed, Kate Clark and I sat down to dig into the Uber S-1. It's a huge, complex document, but we did our best to summarize what's inside.
Equity Dive: Patreon
Equity
access_time1 year ago
We want to introduce you to a new special Equity show called Equity Dive. Each month, as part of TechCrunch’s membership offering Extra Crunch, we will talk to the writer of Extra Crunch’s EC-1, a deep dive look into a single company. Their origin story, growth and future prospects. Enjoy this first one with Eric Peckham who spent hours with the powers that be at Patreon, a platform that lets creators develop relationships with their fans and generate revenue from their work. If you don’t want to miss out on the Patreon deep dive and all of the other great content Extra Crunch produces, go to TechCrunch.com/subscribe and become a member. Use promo code EQUITY to get 20% off for your first year. Enjoy this first episode of Equity Dive.
The future of a16z, Lyft's sinking stock and another IPO to watch
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines.This week your humble Equity squad (Kate Clark, Alex Wilhelm) were stoked to take on as much as we could with what little time we had. We kicked off with a speed round that turned out to not be very quick and then dug into the biggest news of the week.
Equity Shot: Lyft is public -- what does that mean for other IPO-ready unicorns?
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. Sure, we just aired a new episode yesterday but things keep happening, and after talking about this crop of IPOs for so long, we can't help ourselves. (You can follow us on Twitter, here and here, by the way, if Equity isn't enough for you.)Lyft, as you know, started trading today, closing the loop on a long saga that brought the smaller of the two domestic ride-hailing unicorns to the public markets.
Lyft's IPO, Casper the friendly unicorn and WeWork's staggering losses
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This week we had the full gang around, with Connie Loizos in the studio with Kate Clark and our guest Barrett Cohn from Scenic Advisement. Alex was on the line from Providence.
Equity Shot: Pinterest and Zoom file to go public
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines.What a Friday. This afternoon (mere hours after we released our regularly scheduled episode no less!), both Pinterest and Zoom dropped their public S-1 filings. So we rolled up our proverbial sleeves and ran through the numbers. If you want to follow along, the Pinterest S-1 is here, and the Zoom document is here.
Lyft's IPO is hot, YC demo day, two new unicorns, and what's Boy Brow?
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This week Kate Clark and Alex Wilhelm took us through an IPO, a big round, 943 startup pitches, two new unicorns, and some scooter news. A very 2019 mix, really.
Uber's IPO targets April, Stash stacks cash, and YC shakes it up
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This week was a lot of fun. Connie Lozios took the captain's chair in San Francisco while I manned the sails, and we had Female Founders Fund's founder Anu Duggal in the studio to round out our crew.
Changes at Y Combinator, $1.5B more for ridehailing, and Airbnb buys HotelTonight
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines.We're back to basics this week with Kate Clark at the helm, Alex Wilhelm in the sidecar, and a stack of venture capital news and happenings to get through. And to make everyone feel included, we kicked off the episode with a roll-call of new VC funds.
Equity Shot: Lyft files to go public and we're stoked
Equity
access_time1 year ago
Hello and welcome to an Equity Shot, a short-form episode of the show where we dive into a single breaking news story. Guess what we're talking about today?! It's Lyft. You guessed correctly. The Lyft S-1 is the very first major S-1 event of 2019. As you might recall, the government shutdown gummed the IPO process by halting the Securities and Exchange Commission, an agency that plays the most active role in helping a company go public. Now the government is open, and Lyft's formerly private filing is now a public filing.
Four rounds for women-led startups, and a huge Series A for Motif
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. February is now behind us, but we gathered the troops to send it off in style: Connie Loizos was here, Kate Clark was in, I was around, and NEA's Jonathan Golden joined us, as well.
Pinterest and Lyft move closer to IPO and LPs question the Vision Fund's investment strategy
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. What a week. It had looked a bit quiet with just a few big rounds to cover. I was looking forward to a relaxed episode, frankly. But no, as Kate and I were prepping the show notes, the News Gods opened the heavens and dropped a fifty-weight of mana right on our heads.
Peloton peddles toward an IPO, self-driving is big business and SaaS's new highs
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This week was a treat. We had TechCrunch's own Connie Loizos in the studio along with your humble servant and General Catalyst's Niko Bonatsos. A fine group for a busy week. We had to pare our topic list some for length, but after working out what qualified as the biggest news from our usual orbit, we decided to touch on:
Spotify <3 podcasts, Calm becomes a unicorn and Reddit's Series D
Equity
access_time1 year ago
Hello, and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This week Kate Clark and I sat down to get through the biggest news in the venture and startup world. This is our regular episode of the week after a shot focused on the Slack IPO, and an interview concerning Facebook. So, back to our roots. And as has been the case for months and months now, there was a lot to get through.
Equity Interview: Roger McNamee is certain Facebook is destroying our democracy
Equity
access_time1 year ago
Famed investor Roger McNamee once advised Facebook. Now he's certain it's destroying our democracy.
Equity Shot: Slack's Confidential IPO Filing
Equity
access_time1 year ago
Hello, and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. Today we’re bringing back an old Equity format: The Shot. No, I haven’t started drinking again, Equity Shots are short takes on breaking news. And no news was more explosive recently than word that Slack has filed to go public confidentially. Confidentially in that we don’t get to see the numbers (yet), but publicly in that the company went ahead and told the world that it had filed, privately, with the SEC. Which, as our own Danny Crichton points out, is open once again now that the government has reopened. If you want to follow along with the numbers as we talk, this post is where most of my notes are, and you can read all of TechCrunch’s Slack coverage here. We’re back in a flash with our regular weekly episode on Friday. Stay cool!
Everyone Raises $100M, Pinterest And Zoom Want To Go Public, And HelloSign
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This week we recorded as a trio: Connie Loizos holding down the studio with our guest, the ever-present Jeff Clavier of Uncorked Capital. I dialed in from the what was the East Coast, back before it froze over.
Scooters 2.0, Munchery ghosts, and solving contraceptive deserts
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. This week we had the gang back together with our own Connie Loizos at the helm, Kate Clark in the studio as well, Alex on the phone, and Ed Sim from Boldstart Ventures onboard as well. A good crew for a busy week.
More scooter dollars, Slack’s revenue projections, and the IPO traffic jam
Equity
access_time1 year ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines.
Bradley Tusk on mobile voting, Uber's IPO race with Lyft and the Dems taking over the House
Equity
access_time2 years ago
With everyone logging valuable family time this week and wondering if it's worth returning that sweater, we decided to do something a little different and run a special holiday episode, one that features just Connie Loizos in conversation with Bradley Tusk, a venture capitalist, philanthropist, book author and, earlier in his career, a trusted aid to billionaire Michael Bloomberg.
SoftBank's triple, Pinterest is going public, and the market meltdown
Equity
access_time2 years ago
This week we had 75 percent of the core crew on hand to chat: Connie Loizos, Danny Crichton, and myself. Kate will be back on the show early next year, we promise. We were also joined by Menlo Ventures' Venky Ganesan who was a super great addition to the team.
Ridesharing IPOs and $850M for Luckin, Plaid and Zymergen
Equity
access_time2 years ago
This week we had the regular crew back together which was good fun. Connie took point, we had Danny mic'd up in New York, and I was onsite to help the crew natter along with Bubba Murarka, a former VC and founder who now cuts checks on his own. Thematically, this was a week of mega rounds so we had little choice but to go over more than a few. And Uber is out there doing its IPO thing. So, we started with cars and pivoted into rounds.
Lyft's going public, Uber's eyeing Bird, Utah's tech scene, and trade tensions
Equity
access_time2 years ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines.
Asana raises $50M, Airbnb gets a new CFO, and a 2019 IPO preview
Equity
access_time2 years ago
Asana raises $50 million. Airbnb gets a new CFO. And there are a number of private tech companies worth $10 billion or more (10x unicorns, or, ahem, decacorns) that will probably try to go public next year.
A Thanksgiving-ish special episode
Equity
access_time2 years ago
Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast, where we unpack the numbers behind the headlines. It's the day after Thanksgiving, so if you are reading this in America I hope there is a pet leaned up against your legs and that you are sitting next to a fire while staring down one more plate of leftovers. We made this episode for just such a moment. Welcome to our take on a relaxed episode of Equity, a show normally featuring four people arguing about this or that. This week, it's just TechCrunch's Kate Clark and myself digging into some of the strangest and most interesting rounds of the year. Thus far, at least.
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