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I read the entire 340 page "AI Trends" report by legendary investor Mary Meeker which was released 48 hours ago.
Mary used to publish the famous annual “Internet Trends” before most of us were born - her insights are invaluable.
Sharing 10 takeaways from this report ⤵️
Mary Meeker is back w/ a new Trends report, this time focused on AI https://t.co/hA5HlkDqoX
Dan Primackx.com1/32 Mary Meeker’s 2019 internet trends report deck is always a must read on consumer internet, SaaS, and the general economy. I made some notes on it as I always do. It’s the 31 pages of the 300+ page report that are most relevant to me. Here they come… https://t.co/EAq7NcPBVr
Jeremy Liewx.com
SUBSCALE IPOs
The Meritech team @MeritechCapital continues to put out some excellent analysis. This one is on IPO scale.
TLDR is that companies with less than $700m annualized revenue underperform after going public. Actually, not just underperform - they have NEGATIVE absolute returns. This... See more
AI investment analysts are hitting the market! 🔥
Watch Firecrawl's LLM Extract build a database on the latest VC funding by pulling information from news articles.
It provides structured details on investors, seed rounds, and more.
Open-source repo in the... See more
alex faziox.com
For years, you’ve been told by brokers and intermediaries what multiples are fair for startup acquisitions.
Today, we’d like to share with you @microacquire's 2021 analysis of acquisition multiples in the first of our biannual multiple reports.
Details below. Let's dig in.... See more
All Revenue Is Not Created Equal: The Keys to the 10X Revenue Club - Above the CrowdAbove the Crowd | by Bill Gurley
economic moatabovethecrowd.com