Silicon Valley Dreams, Exploring Old Product Ideas, and 12 must-read posts by Danielle Morrill, First Round Capital, Seth Blank, and more.
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Tuesday, December 20, 2016
The Recent Uber Revenue/Profit Debate Explained, Part II (read more)
Uber probably won’t go public in 2017 unless its financial performance dramatically improves, according to performance numbers reported by both The Information and Bloomberg. Here is Alex Wilhelm's take on the numbers.
From the Investors
Anoushka Vaswani of Matrix Partners looks at today’s software valuation multiples and how it explains where we are in the market cycle at the end of 2016 in “Where Are We in the Cycle Today?”
Ash Egan of Converge Venture Partners covers AI’s breakout potential through the Westworld lens, 1973 vs. 2016 citing 6 reasons why the potential is deserved today in “A Westworld View of AI: 1973 vs. 2016”
Danielle Morrill, CEO of Mattermark walks the beaches of the “Sea of Could Have Been” as a metaphor for rediscovering a product idea that led to being Mattermark's most popular feature yet in “A Walk in The Land of Never Was”
Seth Blank of WeWork Labs addresses questions ranging from performance tuning to effective management practices at scale, balancing quality vs expedience, and managing team growth in “Scaling Engineering Teams”