Reddit’s S-1 shows numbers that are moving in the right direction, even if the scale of the company’s money-making opportunity isn’t clear.
Instacart IPO, Instacart Conflict, Arm’s IPO Pop
Instacart is two different companies in one: the tech company is dependent on but in some respects in conflict with the logistics one. Then, ARM pops.
Arm’s F-1, Arm’s Risks, Arm’s Price
Arm’s F-1 is out, and while there is a reasonable plan for growth, its hard to justify the price Softbank is hoping for.
The Roblox Microverse
Roblox is something new and interesting that abstracts away the platforms underneath it.
Interoperability Defined, AppLovin Files S-1, The Facebook-Shopify Value Chain
AppLovin’s IPO and recent acquisitions are another example of how Apple’s policies will give the edge to big players.
More on the App Store, Hard Mode Follow-Up, Airbnb’s Complicated Costs
Apple’s App Store changes are genuinely a good deal for small publishers, and make me feel more favorable about the entire business. Then, Airbnb’s costs, particularly marketing, are too hard to understand.
Playing on Hard Mode
Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode.
Snowflake’s S-1, Snowflake vs. the Public Cloud, Snowflake’s Sales & Marketing
A look back at Snowflake’s S-1, and why it is no surprise the company had a successful IPO.
The Final Word on the App Store (for Now), Palantir’s S-1, Alex Karp’s Letter
The final word on the App Store, while Palantir’s S-1 both establishes the company as a defense firm, and argues that the biggest tech companies are on the wrong side of history.
Casper Files for IPO, Casper’s Business, Spotify Ad Targeting
Casper is a tech-enabled company, but so are its many competitors. Trying to win with brand is difficult in a market defined by infrequent purchases. Spotify, meanwhile, is seeking to expand the podcasting market beyond companies like Casper.