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20VC: Scale's $14.8BN Acquisition: Is Scale a Dead Man Walking / What Did Meta Buy | Chime IPO: Are IPOs Hotter Than Ever | Ramp Hits $16BN Diluting Only 1% | Salesforce, Slack and Dropbox Falling Behind: Are Incumbents Losing Ground

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Manage episode 489632818 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Agenda:

00:00 – Meta’s $14.8B Deal for Scale: The Analysis

05:40 – Will Scale Lose Their $800M ARR? Will All Customers Leave?

13:00 – Who is the Winner from All Scale Customers Leaving?

21:30 – Who Made the Most Money From Scale?

24:00 – LPs Just Got $14B Back. Are They Reinvesting?

26:45 – Chime IPO: The Breakdown

29:20 – Ramp Hits $16B Valuation: Are We Back in 2021?

31:10 – Ramp vs Brex vs Mercury: Who’s the Real Winner?

34:00 – Gusto Going Public with $900M in ARR???

36:40 – Dropbox vs Glean: Can the Old Guard Survive the AI Wave?

38:50 – Is Slack Dead as a Platform? Salesforce Shutdown Slack API?

41:15 – Will China Dominate AI? The Bets Are In

43:00 – S&P Prediction, iPhone Assembly in the US, and Rory's Rants

Please read the offering circular and related risks at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A+ Offering. Past performance is no guarantee of future results. Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities. DealMaker Securities LLC, a registered broker-dealer, and member of FINRA | SIPC, located at 105 Maxess Road, Suite 124, Melville, NY 11747, is the Intermediary for this offering and is not an affiliate of or connected with the Issuer. Please check our background on FINRA's BrokerCheck.

  continue reading

1321 episodes

Artwork
iconShare
 
Manage episode 489632818 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Agenda:

00:00 – Meta’s $14.8B Deal for Scale: The Analysis

05:40 – Will Scale Lose Their $800M ARR? Will All Customers Leave?

13:00 – Who is the Winner from All Scale Customers Leaving?

21:30 – Who Made the Most Money From Scale?

24:00 – LPs Just Got $14B Back. Are They Reinvesting?

26:45 – Chime IPO: The Breakdown

29:20 – Ramp Hits $16B Valuation: Are We Back in 2021?

31:10 – Ramp vs Brex vs Mercury: Who’s the Real Winner?

34:00 – Gusto Going Public with $900M in ARR???

36:40 – Dropbox vs Glean: Can the Old Guard Survive the AI Wave?

38:50 – Is Slack Dead as a Platform? Salesforce Shutdown Slack API?

41:15 – Will China Dominate AI? The Bets Are In

43:00 – S&P Prediction, iPhone Assembly in the US, and Rory's Rants

Please read the offering circular and related risks at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A+ Offering. Past performance is no guarantee of future results. Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities. DealMaker Securities LLC, a registered broker-dealer, and member of FINRA | SIPC, located at 105 Maxess Road, Suite 124, Melville, NY 11747, is the Intermediary for this offering and is not an affiliate of or connected with the Issuer. Please check our background on FINRA's BrokerCheck.

  continue reading

1321 episodes

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