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Spectacles and $SNAP’s $20B Valuation

Austin Startup

In order to achieve 20x growth, Snap needs grow both of those metrics 4–5x. In summary: Snap’s current business doesn’t justify a $20B valuation. How can one justify a $20B valuation for Snap? The product that could most likely justify Snap’s $20B valuation is Spectacles. Let’s look at each figure.

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Looking Back On Tech, Startups, And VC In 2018

Haystack

Also during this time, the underlying metrics in that business can change positively, potentially trapping companies to accept the initially-agreed upon valuation. by a mile, continued to soar in volume and valuation. And will society demand to have more of the algorithmic black box that feeds it information exposed in public?

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What Happens When Startups Turn from Their Innovation Stage to Operational Excellence?

Both Sides of the Table

The systems, algorithms and planning tools we have built were significantly more complex and differentiated than many other companies I had worked with over the past decade and form a much bigger barrier to entry. These are the hard problems we’ll have to address in the year ahead along with the perennial, “ When should we raise more money?

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How Private Equity and Venture Capital Investors Are Eating Their Own Dogfood

David Teten

An investor had few hard metrics other than the actual financials, and little technology to make the process scaleable. Over the past few decades, better metrics became available, and investors could take a more analytical, data-driven approach. Why is it now more feasible to use technology in the VC investing process?

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Four years at Version One & some thoughts on “Moneyball for VC”

Version One Ventures

I then applied some ML algorithms in an attempt to predict startup success. And lastly, most business metrics, which are rich in information, are kept private (and this leads to unavailable data). If we define “success” as a company with a valuation of $1B, then our sample is skewed extremely heavily to failure.

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How Open Should a Startup CEO be with Staff?

Both Sides of the Table

But I’m working on a large team of people trying to figure out how to make micro improvements to a paid-search algorithm. Good press and industry mojo wasn’t enough to overcome the financial metrics of the business and the offers came in at more like $10 million. Dilution / valuation. ” “Yeah, Ma.

Startup 417
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Evaluating whether a sector is interesting as an investment target

The Equity Kicker

This reached the point where $m per PhD was talked about as an acquisition metric. However, talent is not a barrier to entry over the long term and neither is clever implementation of new algorithms. Deep learning, and AI more generally, got hot in part because talent was scarce. Hype is dangerous (points 1, 2, and 3).