Author: Alex Wilhelm

Equity podcast: Uber’s losses, Cloudera’s IPO and the biggest e-commerce acquisition ever

TECHCRUNCH Welcome back to Equity, TechCrunch’s venture capital-focused podcast. This episode Katie Roof, Matthew Lynley and myself were joined by Ethan Kurzweil of Bessemer Venture Partners for a lively-as-heck conversation covering the biggest financial news of the week. First up was Uber’s newly disclosed financials. The company has a history of leaks and losses, but this time around we read corporate-approved numbers detailing quickly growing revenue (expected), stiff losses (expected), and some interesting accounting results (unexpected) that skew the company’s profile slightly as 2016 came to a close. Also on tap was Cloudera’s recent proposed IPO pricing, the massive...

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Equity podcast: Capital in, capital out and Arlan Hamilton’s venture thesis

TECHCRUNCH Welcome back to Equity, TechCrunch’s venture capital-focused podcast where we dive into the numbers behind the story. This week, Arlan Hamilton, founder and managing partner of a Backstage Capital, joined co-hosts Katie Roof, Matthew Lynley and myself. We discussed the interesting and slightly disappointing $630 million RetailMeNot acquisition, Yext’s above-range IPO pricing and strong first day’s trading, what’s going on in global venture capital and the investing thesis of Hamilton and her diversity-focused firm. Give the hashtag #equitypodcast a shot, and we’ll do our best to stay in touch. Equity drops every Friday at 6:00 am PT, so subscribe to us on iTunes, Overcast, Pocketcast, Downcast and...

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Equity podcast: Lyft’s new anti-Uber warchest, and Gene Munster on IPOs and Apple

TECHCRUNCH Welcome back to Equity, TechCrunch’s venture capital-focused podcast where we unpack the financial side of technology. This week Katie Roof, Matthew Lynley and your servant sat down with Gene Munster, best known for his bullish takes on Apple as an analyst. Munster is now a venture capitalist at Loup Ventures, where he’s a managing partner. As a group we dug into Lyft’s new half-billion-dollar fundraise and what light it may shed on Uber’s valuation; spent just enough time to properly vet the current crop of tech IPOs — including what could be called a collective shoutout to a certain charismatic CEO; and, of...

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Cloudera’s IPO will test unicorn valuations

TECHCRUNCH Alex Wilhelm Contributor Alex Wilhelm is the editor-in-chief of Crunchbase News and co-host of Equity, TechCrunch’s venture capital-focused podcast. More posts by this contributor: Cloudera filed to go public mid-day last Friday, releasing a set of financial numbers that were the locus of anticipation: How would the company’s recent performance stack up to its $4.1 billion valuation set three years ago? Before Cloudera published its S-1 document — detailing its recent quarterly results and several years of financial data — reports indicated that the company would pursue a $4.1 billion valuation in its IPO, flat from its last private...

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Equity Podcast: Dropbox’s capital appetite and average revenue per dog

TECHCRUNCH Welcome to the third episode of Equity, TechCrunch’s newest podcast. Each week we dive into the startup and venture capital worlds, with a special focus on where they collide. This week our own Matthew Lynley is off, so Katie Roof and myself sat down with a pair of venture capitalists from Canaan Partners, an investment shop with just over $3 billion in raised funds. Maha Ibrahim (a former Bullish interview, and future Disrupt guest) and Hrach Simonian from Canaan have made a combined 38 investments in 15 companies to date, according to Crunchbase data. This week we discussed the massive...

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Equity Podcast: Apple and Amazon buy more companies, and Uber’s saga

TECHCRUNCH Welcome to the second episode of TechCrunch’s newest podcast, Equity, our venture capital-focused show focused on the numbers, people and companies driving the technology industry. This week, TechCrunch’s Katie Roof, Matthew Lynley, and myself were joined by special guest Elizabeth “Beezer” Clarkson from Sapphire Ventures. We discussed the potential for rising M&A in the tech space, with a special focus on what Apple and the other giants are up to (hint: they are buying things), how well early-stage investors can make out even when deals get tough, the troubled situation at Uber, and, of course, a comment or two on the improving IPO...

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