The Exchange

Understanding Toast’s expected IPO through the lens of Olo’s 2020 results

If Toast's recovery was anything like Olo's ascent, it isn't impossible to grok why its old $5 billion valuation might be a bit too small here in 2021

Oscar Health’s initial IPO price is so high, it makes me want to swear

The clear takeaway from the first Oscar Health IPO pricing interval is that public investors have lost their minds. Go public now.

If Coinbase is worth $100 billion, what’s a fair valuation for Stripe?

Mere days after we discussed Coinbase at $77 billion and Stripe at $115 billion in the private markets, those same semi-liquid exchanges have provided a new valuation for the cryptocurrency company. I

A fraction of Robinhood’s users are driving its runaway growth

Borrowing a term from the casino trade, these whales generate the bulk of the company's revenue stream.

Paying $115B for Stripe or $77B for Coinbase might be quite rational

It's hard to overvalue a startup when the public market is willing to double its valuation the moment it starts to trade.

With software markets getting bigger, will more VCs bet on competing startups?

As startups get more broad and stay private longer, the space into which VCs can invest may narrow.

Inside Rover and MoneyLion’s SPAC-led public debuts

If we are not careful, every entry of this column could consist of SPAC news.

Investors’ SPAC push could revamp the private market money game

A new era of venture, or just another temporary weirdness caused by zero-cost money and an overabundance of bored cash?

There is infinite money for stock-trading startups

Welcome back to The TechCrunch Exchange, a weekly startups-and-markets newsletter. It’s broadly based on the daily column that appears on Extra Crunch, but free, and made for your weekend reading. W

How will investors value Metromile and Oscar Health?

What we learn today will hopefully bear on other insurtech startups that want liquidity during the current cycle.

Are SAFEs obscuring today’s seed volume?

SAFEs have effectively pushed a lot of public signal regarding seed deals, and even smaller rounds, underground.

What are these rich people doing pumping crappy assets?

Welcome back to The TechCrunch Exchange, a weekly startups-and-markets newsletter. It’s broadly based on the daily column that appears on Extra Crunch, but free, and made for your weekend reading. W

How the GameStop stonkathon helped Robinhood raise $3.4B last week

In a single week, Robinhood raised more money than all startups in Spain, Italy, Ireland, Poland, Austria, Hungary and Russia combined last year.

Why one Databricks investor thinks the company may be undervalued

The recent Databricks funding round, a $1 billion investment at a $28 billion valuation, was one of the year’s most notable private investments so far. For Databricks signaled its IPO readiness

Venture capital is going to get even bigger, faster and more expensive this year

The venture capital market has skewed later and larger in recent quarters, something you might have felt in the rapid recent pace of new unicorn formation. December was a hot month for new unicorns, f

Bumble IPO could raise more than $1B for dating service

Could this IPO prove that there is lucrative space in the market for more dating products?

Robinhood’s Q4 2020 revenue shows a return to growth

So much for a blowback!

Stonks, flying burritos and my boss’s boss’s boss’s boss

Welcome back to The TechCrunch Exchange, a weekly startups-and-markets newsletter. It’s broadly based on the daily column that appears on Extra Crunch, but free, and made for your weekend reading. W

Rising African venture investment powers fintech, clean tech bets in 2020

To dig into African venture capital results, we're looking at a report concerning 2020 data from Briter Bridges, a research group that focuses on the continent's private capital market.

How 2 startups scaled to $50M ARR and beyond

Today, we're discussing OwnBackup and Assembly, two middle-late startups that are entering unicorn territory.
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