The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Lipman: Tech market bubbles yield long-term benefits and valuable lessons
“A lot of people are looking at it through a negative lens, but there are lots of benefits to a potential bubble, and I think that in the long-term perspective, if we look from 2000 to now, I think that the 2000 bubble, or the, you know, dot-com bubble, has giv…”
Lipman: Seed round volume is dropping while average round sizes grow
“I think it's, the amount of seed seed rounds are decreasing, but the amount of seed funding in the rounds themselves is increasing.”
Lipman: VCs are reducing deal volume to provide better portfolio support
“And I think that investors are starting to recognize that. And that's why they might be also scaling back on the number of deals they're making, so they can make sure they're adding enough value to the companies that are in their portfolios.”
Lipman: SaaS companies will thrive through market downturns on steady enterprise demand
“I think SaaS companies, I see them progressing through a bubble I think that companies that are the large companies that get enough funding, they'll continue to need the same amount of software that they need now, and I think that's going to continue to grow, …”
Lipman: Consumer tech startups face high bubble risk due to premature scaling
“I see consumer tech as an area where, I mean, from a service level, I see there being a potential fluctuation or a difficulty because a lot of these consumer tech startups are starting or making assumptions too early and potentially not having the product mark…”
Lipman: Uber raised $4.9B at $41B valuation versus Lyft's $862M at $2B
“I think the last time I looked, when I was online here Uber raised 4.9 billion at a forty one billion dollar valuation. Better lift. That's in total. And, Lyft has raised, you know, 862 and a half million at two billion dollar valuation.”
Lipman: Two-year-old Slack valued at $2.8B compared to Etsy's $3.5B IPO
“And when you look at, like, the recent IPO this week of Etsy you know, they're a ten-year-old company, and Slack, You know, is a, you know, two-year-old company, and they, Slack is valued at a two-point-eight billion dollar valuation, where Etsy is, you know, …”
Lipman: Periscope holds a significant growth advantage over Meerkat
“I think Periscope, they have a advantage in regards to growth with, you know, being able to piggyback off of Twitter and using, having such a strong relationship with them, and now actually being acquired by them, but I think that they both can win, but at thi…”