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Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes

View from Seed

The company launched in 2011 and then was acquired by PetSmart for over $3 billion in 2017 (PetSmart itself owned by PE firm BC Partners), but Chewy is now preparing for life as a standalone public company. revenue business still growing >50% YoY? spent by new customers in 2015, that same group (in aggregate) bought $1.65

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Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes

Agile VC

The company launched in 2011 and then was acquired by PetSmart for over $3 billion in 2017 (PetSmart itself owned by PE firm BC Partners), but Chewy is now preparing for life as a standalone public company. revenue business still growing >50% YoY? spent by new customers in 2015, that same group (in aggregate) bought $1.65

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FLoC: Google’s Plan to Kill Off Third-Party Cookies

ConversionXL

The solution has to balance four variables: Revenue for publishers that sell ad space; Targeting capability for ad networks; Return on ad spend for ad buyers; Privacy for users who see ads. Publishers will get their ad revenue. They aggregate far more of your clicks across the Internet and power the hyper-relevant ads you see (e.g.,

Caching 140
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Cloud Europe 2017: The Factory is Cranking

Cracking the Code

Findings were presented at Cloud Europe, an Accel and Salesforce event gathering the top 100 SaaS companies in Europe, in conjunction with SaaStock 2017. Since then, momentum has only accelerated, and we’ve published a fresh edition of the top 100 European SaaS companies in conjunction with SaaStock 2017. in the US, $2.6B

Europe 83
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Amazon Redshift Too Slow or Crashing? BlazingDB Performs

Austin Startup

The Data Warehouse market is typically estimated at $30 B in annual revenue and the big data components, where the largest need for performance gains resides, is growing at double digit rates. According to 451 Research , “For vendors with less than $1 B in revenue, we estimate a CAGR of 39%.”

Peru 58
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Denouement

View from Seed

Aggregate VC investment in 2009 hits a low of roughly $20B, a figure last seen in 2003 in the wake of the bursting of the dotcom and telecom bubble and 2001 recession. Year over year revenue growth rates are measured in multiples not percentages. 2017-2018: Rediscovery of Unit Economics. Good Times” presentation (Oct 2008).

IPO 202
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Denouement

Agile VC

Aggregate VC investment in 2009 hits a low of roughly $20B, a figure last seen in 2003 in the wake of the bursting of the dotcom and telecom bubble and 2001 recession. Year over year revenue growth rates are measured in multiples not percentages. 2017-2018: Rediscovery of Unit Economics. Good Times” presentation (Oct 2008).

IPO 100