Agile VC

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Why Do Consumer IPOs and B2B IPOs Get Treated Differently?

Agile VC

All three have different business models… SaaS, media/ad, and consumer transactional. I don’t follow the Chinese startup market as closely as I follow the US, but Alibaba’s 2014 IPO was a similar watershed moment. Zoom is a B2B company Pinterest and Lyft are obviously B2C companies.

IPO 100
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Seduced By Growth, But Terminal Scale Still Matters

Agile VC

Was this simply a shift in sentiment among the tech & business media? Many of the current crop of unicorns raised capital in 2013 and 2014, so the investor and entrepreneur ecosystem was seduced by growth for 2+ years. People started thinking of startup unicorns like this: Illustration for WSJ: Chris Silas Neal. What happened?