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Spectacles and $SNAP’s $20B Valuation

Austin Startup

In summary: Snap’s current business doesn’t justify a $20B valuation. How can one justify a $20B valuation for Snap? Snap has introduced a panoply of well-regarded features over the years: stories, face and location filters, memories, discovery channels, etc. Snap is not only out-resourced, but they must also play catch up.

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Quickly Unpacking Microsoft’s Acquisition Of GitHub

Haystack

This presents a big change for Microsoft , who in a different era would’ve have looked so favorably toward open source — they will sunset internal repository Codeplex in an effort to bring Microsoft tooling to a new cadre of developers. 4/ “Readjust Your Comps” With GitHub price at $7.5B 5/ “Decentralized Everything?”

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ESADE Business School Commencement Speech

Steve Blank

Today’s workforce has radically different expectations, brands are losing their power, physical channels are being destroyed by virtual ones, market share is less important than market creation, and software is eating world. Look at the valuations of companies like Tesla, Illumina, and Twitter.

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Don’t Sleep on Lightning

Version One Ventures

Lightning is a network of bi-directional payment channels that allows for instant settlement between parties and routing of payments over a TOR-like p2p network settled in units of bitcoin. > 36,000 public channels . > In the world of cryptocurrency, only payment channels like Lightning allow for that level of optimization.

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Understanding Changes in the Software & Venture Capital Industries

Both Sides of the Table

The trend of funding anything from the first $25k to funding $50 million at a billion+ valuation is unlikely to last as the skills and style to be effective at all stages are diverse enough to warrant focus. Open-Source Software & Horizontal Computing. Open source became a movement – a mentality.

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10 Startups That Changed The Narrative In 2013

ReadWriteStart

Snapchat may be a company with no revenue and an unrealistic valuation, but it is changing the way people think of messaging. Ouya is an open source Android-based gaming platform that is looking to compete with PlayStation and Xbox. Startups abounded in every sector. SmartThings.

Startup 60
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Lessons Learned: The three drivers of growth for your business.

Startup Lessons Learned

The law of large numbers (of customers) says you cant help but make at least some money - your valuation is determined by how well you monetize the tidal wave of growth. The spread between your LTV and blended CPA determines either your profitability or your rate of growth, and a high valuation depends on balancing these two factors.