Apple’s €1.84B fine, new AI rules in India, and the latest pre-IPO roundListen here or wherever you get your podcasts.
Hello, and welcome back to Equity, the podcast about the business of startups, where we unpack the numbers and nuance behind the headlines.
This is our Monday show, in which we take a look back at the weekend and what’s ahead in the week.
Over the weekend we had a great chat with Nubank’s CEO, which you can find here.
We are back Wednesday, see you then!
Why some VCs are pulling back from Europe, Google’s AI push, and who is the CEO of Byju’s?
Hello, and welcome back to Equity, the podcast about the business of startups, where we unpack the numbers and nuance behind the headlines.
This is our Monday show, in which we take a look back at the weekend and what’s ahead in the week.
We also had an extra episode this weekend digging into the Reddit IPO that you can find here.
On the pod this morning, here’s what we got into:For episode transcripts and more, head to Equity’s Simplecast website.
Hello, and welcome back to Equity, the podcast about the business of startups, where we unpack the numbers and nuance behind the headlines.
This is our interview show, where we sit down with interesting, knowledgeable folks and dive deep into their favorite topics.
For this weekend’s Special Equity Edition, we invited Gené Teare to come back on the podcast.
Longtime listeners will recall that we’ve had Gené on a time or two to chat venture capital data with us, and she’s back to do the same this week!
Yep, we’re back to dig into Q4 2023 venture capital results and what’s coming up this year.
Deal Dive: Tier and Dott’s merger is not a sign of what’s to come in M&A this year Consolidation can be complicatedEarlier this week, European micromobility companies Tier and Dott said they had agreed to merge.
The companies hope they can become profitable if they work together, my colleague Romain reported.
This seems like a solid outcome for the two startups, since they likely weren’t going to reach IPO scale on their own.
After all, if the companies weren’t going to survive as solo entities, it makes sense to at least try another direction.
Last year I came up with a hypothesis about M&A in 2024; I was inspired by Getir acquiring FreshDirect to fill a gap it needed to potentially reach profitability.
Bitcoin ETFs, Carta’s latest mess, and let’s go to the MoonListen here or wherever you get your podcasts.
Tech stocks aren’t moving too much this morning as the market digests the Boeing mess.
Bitcoin ETFs: And this is why.
A rush of new filings this morning showed that bitcoin spot ETFs are targeting a very low-fee structure as they compete for investor dollars.
A rush of new filings this morning showed that bitcoin spot ETFs are targeting a very low-fee structure as they compete for investor dollars.
For the longest time, Mozilla was synonymous with the Firefox browser, but for the last few years, Mozilla has started to look beyond Firefox, especially as its browser’s importance continues to wane.
Late last month, I sat down with Mozilla’s president and executive director, Mark Surman, to discuss what’s next for Mozilla — and what that means for the fans and Firefox.
“Mozilla AI, which had a broad mandate around finding open source, trustworthy AI opportunities and build a business around them.
Meanwhile, the open source and AI communities are still figuring out what exactly open source AI is going to look like.
“The question that we’re asking ourselves now is: What’s the pop-up blocker for the AI era?
Venture capitalists and founders were already worried about exits after Visa’s $5.6 billion acquisition of Plaid in 2020 was canceled after a tough battle with regulators.
Still, Figma and Plaid are only two examples of startups being impacted by antitrust and competition regulations in recent history.
Yet, since the Adobe-Figma news broke this morning, discourse is already leaning towards how this will hurt startup liquidity; some VCs are even saying that large startup acquisitions are going to be off the table.
But if you look at the data around startup M&A, that sentiment feels more like fear mongering than an actual reflection of what the startup exit market looks like.
In fact, the vast majority of startup deals look nothing like the Figma or Plaid deals.
But things are now starting to shift again back to the open web, Mullenweg believes.
With Texts.com, he saw an opportunity to invest in another area where consumers are pushing for more openness: messaging.
As for Texts.com, Mullenweg saw the acquisition as a way to move into a third major market beyond publishing and commerce.
“I thought that we had a lot of ideas to build, and Automattic seemed like the right place,” Bagaria added.
Competitor Beeper recently made its iMessage-on-Android app Beeper Mini free as it does battle with Apple, which has been working to shut down its service.
In terms of performance, Turo was overall quite successful inFY 2022. The company generated $52 million in revenue and had a net loss of only $1.7 million–a remarkable turnaround from…
As the driving force behind Salesforce, Marc Benioff has leveraged the company’s size, reach and technology to carve out a niche in the software industry. He has created a system…
