The Exchange
The web3 winter isn’t going to thaw anytime soon
From an initial read of data from the past month, we can infer that the current crypto winter is far from thawing.
Startups may have room to innovate as enterprise providers puzzle out how to price AI tools
Nearly every tech company seems to be working on AI tooling, and everyone is at least talking about using it. But how the heck are companies going to charge for it?
Neobanks should take heart from Monzo’s performance in 2022
Monzo's results are one more ray of warm sunshine for this particular subsector of the beleaguered fintech market.
Klarna’s Q1 results show that the fintech unicorn’s turnaround is in full swing
Klarna managed to nab market share in a contracting market, keeping its own growth story afloat despite stiff headwinds.
Solving problems is better than fearmongering
From cybersecurity to SaaS for restaurants, the key to running a successful business is selling a product that solves your clients' real problems.
AI might be the least of edtech’s worries
While Chegg beat analyst expectations for the first quarter of the year, it also raised a warning that didn't fall on deaf ears.
Starling’s results are more proof that high interest rates could be a boon for fintech
High interest rates helped the UK's Starling post stellar revenue gains, and it appears its kin across the world could enjoy similar benefits too.
Why aren’t venture capitalists flocking to fund cybersecurity startups?
Cybersecurity companies are enjoying stellar growth and multiples, but VCs are still hesitant to invest in these startups. What's going on?
Cava’s listing won’t bring back IPOs, but it could deliver welcome investor liquidity
Cava's IPO filing has a host of details about exactly why this was a great time for the restaurant chain to go public.
Will startups have a shot in the enterprise AI race?
Recent news from Appian and Neeva make plain that the number of participants racing to build AI tooling and services for large companies is expected to be healthy.
Improving developer experience is now a priority
Internal developer portals have emerged as a one-stop shop that lets developers in an organization access all the microservices and tools available to them.
Despite messy IPOs, there’s good reason to be optimistic about insurtech startups
Insurtech is persisting, stubbornly showing a few signs of life despite the carnage in the public markets.
Alibaba’s cloud spinoff may serve as a good yardstick to value other major players
Alibaba's cloud business isn't growing fast, but a dive into the numbers suggests there could be more value to unlock than it seems.
Are rising seed-stage valuations a poisoned gift for startups?
If seed valuations continue to rise while later-stage prices dip, how long will it be until the climb from seed to Series A sees startups losing value?
Self-driving cars are taking ages to become a reality, but they won’t take forever
My dream of never having to drive again is far from dead. I just need to add five or 10 years to my prior timelines.
All hail the Unicorn Kingdom?
The impact of technology is going to be so big that both France and the U.K. are right to bet on it, just like Israel did by putting itself on the map as the "Startup Nation."
As AI consumes search, what will be left for us humans?
I hope that you'll still want to read my stuff in the future. If not, at least I probably helped train my replacement.
Higher interest rates are fostering a fintech comeback story
While rising interest rates have caused more than a few financial institutions to topple, a group of well-known fintech companies are posting signs of a comeback.
Yeah, tech growth is slowing down
Airbnb, Twilio and Amplitude's earnings together indicate that tech growth is slowing not just for Big Tech, it's across the board.
We’re close to peak pessimism around fintech
Given what's happening, it's hard to summon the courage to argue that we are close to seeing fintech valuations bottoming out or even rebound.