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marc__1
searching PlanetScale…
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36 ms
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451.
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Zymergen S-1 IPO
(sec.gov)
2 points
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marc__1
6y ago
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0 comments
452.
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Vaccination Megasites Lean on Enterprise Tech to Keep the Line Moving
(wsj.com)
1 points
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marc__1
6y ago
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0 comments
453.
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Yale’s 367-year-old water bond still pays interest (2015)
(news.yale.edu)
208 points
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marc__1
6y ago
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127 comments
454.
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marc__1
6y ago
That is a great question and one that the book speaks about. Some points to consider without going too deep: - Italians and other European communities also faced with xenophobia and racism. Italians even founded 'the bank of Italy'
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marc__1
6y ago
There are so many 'good fits' as you can fit almost any narrative in a ppt Potential acquirers I could think: Roblox, Elic, SalesForce (Slack), Twilio (Segment CRM), Twitter, Zoom, Peloton (?)
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marc__1
6y ago
A book that goes deeper into this conversation is The Color of Money: Black Banks and the Racial Wealth Gap Well worth the read, the story had a lot of nuances https://www.goodreads.com/book/show/34758210
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Discord explores sale at over $10 bln
(nasdaq.com)
4 points
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marc__1
6y ago
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2 comments
458.
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Her Job Is to Convince South Koreans to Use 5G. It Hasn’t Been Easy
(wsj.com)
1 points
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marc__1
6y ago
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0 comments
459.
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Electric-Vehicle Startups Promise Record-Setting Revenue Growth
(wsj.com)
1 points
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marc__1
6y ago
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0 comments
460.
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The Riddler Weekly Quiz
(fivethirtyeight.com)
1 points
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marc__1
6y ago
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0 comments
461.
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Deliveroo IPO Prospectus
(corporate.deliveroo.co.uk)
1 points
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marc__1
6y ago
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0 comments
462.
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Coursera S-1 IPO
(sec.gov)
333 points
by
marc__1
6y ago
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161 comments
463.
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Hippo Insurance SPAC presentation [pdf]
(hippo-static.s3-us-west-2.amazonaws.com)
2 points
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marc__1
6y ago
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0 comments
464.
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Covid-19 and Obesity: The 2021 Atlas [pdf]
(worldobesityday.org)
1 points
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marc__1
6y ago
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0 comments
465.
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marc__1
6y ago
> can sustain an unsustainable business model much longer What is the data you have to back that any of these business are unsustainable: Uber, Guardant Health, Doordash, 10X Genomics, Slack, Opendoor, Seer, Beike? I don't and the
466.
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marc__1
6y ago
> I'd fathom that at least half the time it's insiders dumping garbage on the public What is the data you have to back this? Goldman Sachs analyzed 4,481 U.S. IPOs over the past 25 years and this is one of their conclusions:
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marc__1
6y ago
> we are seeing that retail investors aren't doing any research at all I don't necessarily agree. From Robinhood's most owned stocks by 02/25/21[0], you can 'maybe' argue that 2 out of them are '
468.
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marc__1
6y ago
There is a lot of data out there given they are publicly traded, although I don't like their presentations: [0] 13 IPOs for Vision Funds I and II Fair Value of both funds: $116.7b Investment Gains: $27.6b Dry Powder: $19.5b Distributio
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marc__1
6y ago
Bezos apparently said one that "Your margin is my opportunity". If this merger increases future profitability of new Okta, then you can argue there is a newer genuine market opportunity in authentication. The VC-backed industry is
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ThredUp S-1 IPO
(sec.gov)
43 points
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marc__1
6y ago
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11 comments
471.
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marc__1
6y ago
More information on the ppt Auth0 200M ARR 50% Growth 120%+ Net Retention Rate https://investor.okta.com/static-files/83f1811e-2f92-4c08-a1... What a great acquisition. Congrats to both teams!
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Okta to Acquire Auth0 for $6.5B
(investor.okta.com)
187 points
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marc__1
6y ago
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1 comments
473.
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Snowflake FY 2020 earnings result
(investors.snowflake.com)
2 points
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marc__1
6y ago
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0 comments
474.
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Procore S-1 IPO
(sec.gov)
1 points
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marc__1
6y ago
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0 comments
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SEMrush S-1 IPO
(sec.gov)
1 points
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marc__1
6y ago
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0 comments
476.
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Kaltura S-1 IPO Prospectus
(sec.gov)
1 points
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marc__1
6y ago
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0 comments
477.
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marc__1
6y ago
The major difference is the risk profile of the decisions (although the time horizon might ultimately be the same): both Amazon and Apple were more mature (and significantly older, larger orgs, brand awareness, etc) running B2B and B2C busi
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marc__1
6y ago
They were notoriously for buying $10.7b worth of IBM shares in 2011 and selling in 2018 for a loss north of 30% [0]. In retrospect it was an obvious mistake, but these investment decisions always are. SNOW is unique in their portfolio becau
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marc__1
6y ago
Interesting that there are no comments on the 750m investment in Snowflake made last year, which is now valued at 1.7b https://whalewisdom.com/filer/berkshire-hathaway-inc#tabhold...
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Beyond Meat established three-year global strategic agreement with McDonald’s
(investors.beyondmeat.com)
1 points
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marc__1
6y ago
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0 comments
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