EC News and Analysis
The BNPL boom may be fading
The shocking decline in the value of Upstart and Affirm is only part of the story. There are myriad startups in the BNPL market, meaning that a large piece of fintech was just heavily repriced.
The costs of driver incentives are weighing on Lyft, Uber
To understand the driver incentive issue in the wake of Q1 earnings, we’ll first explore Lyft’s situation, and then compare it to what Uber said.
Deliverr’s nearly flat exit price isn’t as bad as it looks
If Deliverr’s final private round did not include onerous downside-protection provisions, its sale could wind up winsome for all.
Why Axie Infinity’s co-founder thinks play-to-earn games will drive NFT adoption
As we’re almost halfway through 2022, a question stands: Is Axie holding up to its hype?
Don’t worry about VCs’ returns if you can exit your startup early
There are many reasons to stick it out at your startup, but if you're worried about your investors when faced with an exit, here's why you shouldn't be.
Why does a16z need its own Y Combinator?
So, why does a16z need its own Y Combinator? The better question appears to be: Why not?
MLB forays into the future with new tech for the old ball game
Major League Baseball may have started in the 19th century and come of age in the 20th, but it has definitely embraced technology today.
Why EV startups should’ve hit the brakes before merging with a SPAC
The blank-check boom that made real many electric vehicle manufacturers' dreams of going public may be nearing a close.
After Anaplan, which SaaS company will private equity target next?
The stock market hasn't been kind to SaaS companies in recent quarters, which makes us wonder if we’re seeing the beginning of a trend of private equity taking aim at vulnerable SaaS firms.
Zendesk’s latest problem is an activist investor
Zendesk has been having some issues with its investors lately. Yesterday, activist investor Jana Partners piled on with an SEC filing that wasn't terribly friendly.
Seed is not the new Series A
Most Series A investors today look for around $2 million in annual recurring revenues (ARR) before they lean in, but getting to that figure is a very long and thorny path.
Our favorite companies from Y Combinator’s W21 Demo Day: Part 2
We've reached the end of Y Combinator's biggest Demo Day, which saw more than 300 companies pitching back-to-back over eight hours.