EC Consumer Applications

VCs have long supported fast-fashion companies but the controversies and lawsuits they draw makes them riskier investments.

Deal Dive: It’s time for VCs to break up with fast fashion

Let’s make one thing clear: Reddit going public in the first quarter is not going to throw the IPO window wide open for other private tech companies.

Counting down to the Reddit IPO (again)

This is a concept of user ownership that really rubs me the wrong way.

I’m sorry but you owe me 27% because I said so

Featured Article

Siri needs to get a lot smarter, and quickly

Siri seems to be lagging the competition in the voice assistant department by a country mile.

8:34 am PST • January 11, 2024
Siri needs to get a lot smarter, and quickly

Spotta’s devices can identify bugs before they become infestations, both indoors and outdoors.

Deal Dive: Thank god a startup is solving the bed bug problem

Most startup exits look nothing like the Adobe-Figma deal, which means this breakup won’t impact most future startup acquisitions.

The Adobe-Figma breakup isn’t a signal of what’s to come for startup M&A

Google’s losing the antitrust lawsuit concerning the Play Store brought by Epic Games is going to have far-reaching implications for the mobile app economy.

The regulation is coming from inside the house!

A number of fintech startups similar to Coinbase and Robinhood could benefit from the renewed optimism around the two companies.

Coinbase and Robinhood’s break belies good news for a host of fintech startups

Spotify is simply tinkering with its economics so that it is more attractive to investors. That means it needs to pay fewer salaries.

Spotify’s layoffs make sense when you consider its margins and market

If Shein and Reddit can do better than our miniscule tech IPO class of 2023, they could leave the sort of accelerative impact that tech startups so desperately need right…

The 2024 IPO cohort is coming into focus as Shein, Reddit prep to go public

Snap and X are quite different, but they also share much. Let’s compare what we know about their finances to find out if X’s new valuation is fair.

Does X’s new valuation make sense?

Popup Bagels raised $8 million in venture capital this week. But why would a bagel store chain want such expensive capital?

Deal Dive: Bagels with a schmear of venture capital

Media is a tough game, and wringing value out of words on the Internet is a never-ending battle. We spoke with Medium’s CEO Tony Stubblebine about how Medium got itself…

Medium expects to be profitable in 2024 as it climbs toward 1M subscribers

While many startups are looking to be the next Twitter, those targeting specific communities may find a better outcome.

Deal Dive: The future of social media is vertical

Does TikTok owner ByteDance’s valuation cut mean that it is a struggling business? Not in the slightest.

Don’t sweat the valuation headlines, ByteDance is doing great
Apps

So what happened to Blue Apron?

9:00 am PDT • September 29, 2023

How Blue Apron got to where it is today an interesting story, and one that we should trace from the company’s IPO through to today. 

So what happened to Blue Apron?

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 direction.

The generative AI boom could make the OS cool again

For startups dying of thirst in this desert devoid of capital, Instacart could not have offered up a more satisfying glass of cool water.

Instacart’s IPO storms out the gate, showing that unicorns can, in fact, go public and survive

If investor sentiment does turn out to be that good, these IPOs could prove a boon for late-stage startups everywhere.

Can the tech IPO market keep up its positive momentum?

French battery maker Verkor secured more than €2 billion (around $2.1 billion) to build its Dunkirk gigafactory, which is set to be operational by 2025.

The future of batteries needs more than venture capital

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This startup has 12 co-founders

For the most part, founding teams are small, tight and have a unified vision as to where they’re going.

8:00 am PDT • September 13, 2023
This startup has 12 co-founders

The company could sell as much as $616 million worth of its stock in its IPO.

Instacart’s IPO price range puts it close to decacorn status

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Five takeaways from Instacart’s S-1 filing

After so long an IPO drought, what does Instacart have in store for its existing investors and those perhaps looking to snap up some of its shares?

12:34 pm PDT • August 25, 2023
Five takeaways from Instacart’s S-1 filing

Featured Article

OnlyFans’ profitability proves the creator economy boom was real enough

Quibbles aside, OnlyFans has proved that the creator economy is just as real (and profitable) as many founders and investors hoped.

10:00 am PDT • August 25, 2023
OnlyFans’ profitability proves the creator economy boom was real enough

App Store Optimization and Apple Search Ads are potent tools for promoting apps that can significantly boost conversion rates.

How we scaled our App Store performance by approximately 200% in 1 year

Sadly, while Triller is an interesting business, it may prove too small an offering to fully unlock the domestic IPO market for technology companies.

Triller’s upcoming listing likely won’t resurrect the US IPO market

This morning, let’s dig into Uber’s results, check how the stock market is thinking about the company, and then close with notes on what we might see from Lyft.

Uber is now a profitable, cash-generating machine

GoodBuy Gear’s deck is not without its challenges, but there’s a lot to love, including some unusual choices that really worked out for the team.

Pitch Deck Teardown: GoodBuy Gear’s $11M Series A-1 deck

Should enormous companies of the world be run more like countries? Or should countries be run more like companies?

When companies have more influence than countries

Featured Article

Designers hated Figma’s collaborative design tool at first, but grew to love it

Back in 2012 when Dylan Field was a student at Brown University, he came up with the idea of building a browser-based design tool. At the time, design tools were all on the desktop, which meant that designers worked alone, sending files for review to the various stakeholders involved, then…

8:00 am PDT • June 25, 2023
Designers hated Figma’s collaborative design tool at first, but grew to love it