Market Analysis

The possibility of regulation hangs on the horizon over generative AI

While it's easy to get lost in the hype of generative AI, you have to remember there could be a big governance piece coming.

Do you believe in job after job?

People moving on to new jobs is not a bad thing — and not only when they have been laid off. That's why it's uplifting to see employers encourage this process.

Startups are doing fine, but scale-ups and unicorns are in deep water

The trends that we can spy inside the data are an effective argument against the era in which startups were encouraged to stay private as long as possible.

Keep your business model simple

It appears that the allure of complex pricing models and business strategies often proves too tempting to resist.

Battery swapping is great for EV fleets, but can it work for consumers?

Battery swapping could usher in freedom for a wide range of people, allowing them to participate in the EV transition in ways that traditional built-in batteries don't.

Coinbase and Robinhood’s break belies good news for a host of fintech startups

A number of fintech startups similar to Coinbase and Robinhood could benefit from the renewed optimism around the two companies.

As Bitcoin reaches the $44,000 threshold, why the surge and what’s next?

Bitcoin’s price surge into year-end has been exceptionally encouraging, as it has been accompanied by the highest trading volume it has seen since November 2022.

Is business software too cheap?

The software market isn't exactly suffering, so why are some enterprise software vendors trading so cheaply? The answer is more obvious than you'd think.

‘Mega-deals’ could be inflating overall AI funding figures

A recent report from Pitchbook shows that 'mega-deals' could be inflating AI startup funding totals, giving a misleading picture of the sector's health.

Twilio might actually deserve activist investor attention

Twilio's stock has fallen from $400 a share in 2021 to somewhere in the $60s today. It's no wonder activist investors are circling.

Today’s AI funding rush reminds me of the fintech investing hype of 2021

We're seeing a lot of folks push their capital into just a few squares on the betting table. One way or another, the result is going to be notable.

Spotify’s layoffs make sense when you consider its margins and market

Spotify is simply tinkering with its economics so that it is more attractive to investors. That means it needs to pay fewer salaries.

GM and Toyota are shaping up to be the biggest losers in the EV transition

Legacy automakers have scaled back or set overly modest electric vehicle production targets. They may come to regret that.

Shein a light

We won't be getting our hands on a Shein filing just yet, but we can’t wait to.

Deal Dive: Betting on beauty fads is big business

RepeatMD recently raised a $50 million Series A round to serve the exploding med spa industry that is built on consumer beauty trends.

Why Rover’s $2.3B sale price makes good sense

The Rover deal is expensive, but it has some notable caveats that tell us quite a lot about the state of the market for tech, and tech-enabled, companies.

Amazon finds itself in the unusual position of playing catch-up in AI

"This might be the first time where people looked and said that Amazon isn't in the pole position to capitalize on this massive opportunity."

Former SpaceX engineers build ‘vegetarian rocket engine’ to save the climate

Arbor is betting that an approach to carbon removal known as BiCRS will not only help balance the climate, but also benefit rural communities.

How come founders don’t give a crap about sustainability?

If you care about equity, sustainability, parental leave — pick your poison — you have a chance to make a difference.

Good news, startups: Q3 software results are changing the tech narrative

New data from Salesforce, Zuora, Okta, Nutanix and Snowflake makes it plain that several tech sectors are doing better than a lot of people expected.
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