The Exchange
Of course the Adobe-Figma deal is anti-competitive
If the Adobe-Figma deal isn't anti-competitive, then what is?
Decentralized storage: Tailwinds and open questions
On one hand, there are factors that could help boost the adoption of decentralized storage. On the other, it also seems at odds with other trends, such as sovereign clouds.
When do we reach the unicorn death cliff?
Recent data from SVB indicates that quite a lot of unicorns still have plenty of runway.
Unity’s earnings show just how hard it is to earn a 10x software multiple today
In the case of Unity, the lesson is simple: It's hard as hell to earn, let alone defend, a 10x revenue multiple in today's market.
The $100M venture round is going extinct
Startups hoping to raise a nine-figure round in the future had best temper their ambition; venture funding events worth $100 million or more are going extinct — quickly.
3 questions for Coinbase as we count down to its Q4 earnings
While Coinbase is no longer a startup, it is a goliath in one of the largest web3 markets. That means its results will help us understand the American crypto market more generally.
Dry powder versus wet powder: The numbers have spoken
Data from Carta seems to confirm that VC funds are opting to support portfolio companies over making new investments: The frequency of bridge rounds boomed during the last quarter of 2022.
Democratizing good privacy and compliance practices
Security and privacy compliance shouldn't be luxury items. The more startups that can up their game in this regard, the better.
Why more startups are getting compliant
Becoming and staying compliant can be a pain for startups, but several well-funded companies are hoping to help make it both easier and more meaningful.
Does usage-based pricing call for a new growth infrastructure stack?
"It's not either usage-based or subscription pricing,” VC firm OpenView wrote in its second State of Usage-Based Pricing report. These hybrid approaches call for new tools, but which ones?
Usage-based pricing is rising, but not replacing other models
Today we're unpacking OpenView's second State of Usage-Based Pricing report.
Where should sales sit in product-led companies?
The adoption of product-led growth is changing how B2B companies conduct their business and leading some of them to reorganize their teams.
What does selling to platform engineering teams mean for developer relations?
How should dev-centric startups sell their product to platform engineering teams?
The rise of product-led sales, or why product-led growth requires a sales makeover
When the customer relationship starts with the product rather than ending with it, what does it mean for sales teams?
Protect me from what I want
Buy now, pay later is an alluring option for consumers. But with rising debt and inflation, perhaps the focus should be on companies that help protect borrowers from digging themselves into a hole.
Putting numbers on the global venture slowdown
Total venture funding in 2022 amounted to $415.1 billion, 35% less than in 2021.
The mirage of dry powder
Are VCs really sitting on record amounts of cash waiting to be deployed into new startups? If it sounds too good to be true, it probably is.
Are Arm and Ant Group’s derailed exits back on track?
Once an exit gets off the rails, and under current market conditions, it is just not easy to get back on track.
Let’s keep our seed activity expectations in check
A new PitchBook report warns of an ongoing economic downturn. If you don't want to be disappointed, you may not want to put high hopes on seed activity.
Making sense of Coinbase’s post-settlement stock bump
Are markets warming up to the perspective of a more compliant Coinbase?