Equity

Equity

India

Equity is TechCrunch's weekly podcast focused on all things money when it comes to startups. Massive rounds, notable acquisitions, and credulity-stretching IPOs are the fodder for hosts Katie Roof, Matthew Lynley, and Alex Wilhelm. They'll help everyone understand the dollars behind the hype.

Episodes

Roku's IPO, Netflix's momentum and Shyp layoffs  

Cord-cutting was a theme of the latest Equity episode. We were joined by Bloomberg Beta's Roy Bahat and TechCrunch's Silicon Valley editor Connie Loizos joined the crew this week. We talked about Roku's upcoming IPO and Netflix's earnings. We also talked about the challenges facing on-demand shipping company Shyp, which is closing shop in three markets.

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Snap reaches new low, and Uber cries uncle in Russia  

Snap’s share price has fallen dramatically in recent weeks, adding to its woes sourced from a lackluster Q1 earnings report. Snap now trades below its IPO price. Its declines are worrisome for other unicorns looking to defend private valuations in the public sphere. The venture capital sexual harassment scandal continued this week, with allegations leading to the ouster of Frank Artale from Ignition Partners. More on that, and a round-up of the rest of the mess here. Uber grew about 10 percent last quarter and is now working with a former competitor in Russia. If that sounds familiar, just repeat the word ‘China’ in your head about seven times until you recall. And, très surprise, WeWork raised more money. Because why not. What asset-light coworking startup shouldn’t be worth $20 billion, right?

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500 Startups scandals, disappointing IPOs, and the end of Jawbone  

We kicked off with a deep dive into the continuing venture capital harassment scandal, which has already brought down one firm, led to a number of smashed reputations, and most recently led to dramatic shakeups at 500 Startups. We also touched on this piece, which provides a template for venture behavior.

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Sexual harassment takes down Binary Capital and Blue Apron's lackluster IPO  

Hello and welcome back to Equity, TechCrunch’s recurring venture capital-focused podcast that, against odds laid by its arcane subject matter, is still on the air. This week was a corker. To help out our regular contingent Matthew Lynley, Katie Roof and myself -- Alex Wilhelm -- Charles Moldow, a general partner at Foundation Capital swung by the studio. And help out he did as we took on topics technical, serious and whimsical. We also dove into the Binary Capital mess. After six women (three by name) came forward alleging serial sexual harassment by a partner at Binary Capital, the accused has all but quit, a new partner has left the firm, and from today's vantage point it looks like the firm's new fund is kaput, and likely that the firm itself is effectively over.

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Too much damn Uber news and Jeff Bezos buys a grocery chain  

This week we hit on three core topics: Uber's turmoil, Amazon's epic M&A moves, and Slack's appetite for more cash

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An Equity Shot: Unpacking the Amazon-Whole Foods deal  

We've got an Equity Shot for you, an irregular extra hit from the Equity podcast crew. Today the big news is the potential Amazon-Whole Foods deal, which has led to rampant media speculation, depressed grocery stocks around the nation and allegations of intelligent corporate strategy.

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Uber’s shakeup and Pandora’s new tune  

This week, the Equity crew was lucky enough to have Charles Hudson join our little crew. Hudson is both a managing partner at Precursor and a venture partner at SoftTech. The week was busy. We started with a quick unpacking of the Uber situation, including the exit of its executives, its CEO’s temporary departure, the loss of a board member of a sexist joke, and more. It’s Uber’s world in a way, and we are stuck in it. Uber aside, tech stocks were on our minds, as a number of firms in the industry skated up and down last week. Notably, Hudson claims that among the venture class, chatter isn’t overly negative. We also almost coin the phrase “SaaS crash.” You are welcome.

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Pinterest's path to IPO, and Snap tries to buy a future  

Our little quorum this week, which included Indy Guha from Bain Capital Ventures, dove into critical stories, including Pinterest's new capital event which saw the firm bring in a comparatively modest sum for a comparatively modest valuation bump; Snap's purchase of Placed to, in the words of TechCrunch's Josh Constine "prove geofilters drive store visits"; ShotSpotter's debut; and, as you must have guessed, the Tintri IPO filing, which left us with a few questions.

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The largest tech fund in history, and where are the IPOs?  

This week we take a dive into IPOs, what constitutes a good pop and who might be next. We also drilled into the massive new Softbank fund and what it might mean for tech rounds both big, and small. Oh, and Peloton remains something that we can't get enough of. Some of us even Soul Cycle.

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Instagram copies Snap again and Greycroft's Ellie Wheeler on cybersecurity and self-driving cars  

This week we pulled off our very first live episode, taping the session during the last day of TechCrunch Disrupt NY 2017. For our inaugural public show, Ellie Wheeler of Greycroft joined our merry band of nerds: Katie Roof, Matthew Lynley, and Alex Wilhelm. In honor of the venue and time, we kept the format the exact same, focusing this time around on Apple’s double $200 million dosh disbursements, the Lyft-Waymo tie up and all its irony, Facebook’s recent Snap Xerox and Crowdstrike’s neat $100 million round.

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Where did Snap's market cap go, and why does Josh Elman like grammar?  

We talk Snap's dramatic share price decline following its first-quarter earnings. The report, its first as a public company, missed on revenue, profit, and active users. And we hit on the rest of the week's troubled waters, detailing what happened to Yelp's own share price, and why Pandora is telling the market to buy it now or wait a moment. On a happier note, we touched on a profitable company's recent mega-raise.

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Betting against Elon Musk, and Sequoia's Roelof Botha owns how many Teslas?  

Celebrating the continuing earnings fête thrown by the various public tech companies, we dug into Tesla's results and ensuing (modest) correction, Facebook's big quarter and its rivalry with Snap, Square's own financial tally, and recent IPOs Cloudera -- which after its conservative pricing has had a solid run -- and Carvana, which has mostly fallen apart since its debut.

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Earnings clown car and the profitable-ish Dropbox with Hunter Walk  

This week has been a delightful clown car of technology earnings, so we dove into Twitter’s surprisingly strong report that drove its share price higher, Alphabet’s results -- largely from a Google-focused perspective -- Amazon’s stellar cloud incomes, and Dropbox’s improving financial performance. Whether the Dropbox drip of released financial data points to an IPO was our main question. Place your bets now.

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Uber’s losses, Cloudera’s IPO, and the market’s tight squeeze on Juicero  

This episode Katie Roof, Matthew Lynley and myself were joined by Ethan Kurzweil of Bessemer Venture Partners for a lively-as-heck conversation covering the biggest financial news of the week. First up was Uber’s newly disclosed financials. The company has a history of leaks and losses, but this time around we read corporate-approved numbers detailing quickly growing revenue (expected), stiff losses (expected), and some interesting accounting results (unexpected) that skew the company’s profile slightly as 2016 came to a close.

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Capital in, capital out, and Arlan Hamilton's venture thesis  

This week we discussed the interesting and slightly disappointing $630 million RetailMeNot acquisition, Yext's above-range IPO pricing and strong first day's trading, what's going on in global venture capital, and the investing thesis of Arlan Hamilton and her diversity-focused firm, Backstage Capital.

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Lyft's new anti-Uber warchest, and Gene Munster on IPOs and Apple  

With analyst-turned-VC Gene Munster we dug into Lyft's new half-billion dollar fundraise and what light it may shed on Uber's valuation, spent just enough time to properly vet the current crop of tech IPOs and, of course, talked through what's new at Apple.

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Average Revenue Per Dog  

This week we discussed the massive Dropbox debt facility (and its historical echoes), the rough situation at Munchery, and the M&A market including Katie’s scoop on the Rover-Dogvacay tie-up, and all things Amazon. It was a fun episode, so subscribe, pour a drink, and hit play.

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Apple and Amazon buy more companies, and Uber’s unfortunate saga  

Hear what the latest Apple and Amazon acquisitions mean for tech M&A, how the Uber scandals will impact its business, and what one of the industry's top LPs thinks of the state of venture capital right now.

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The return of IPOs and Tesla's billion-dollar bet  

Tesla raises another $1 billion, IPOs are back and what's the deal with M&A? On our debut episode of "Equity," hosts Katie Roof, Matthew Lynley and Alex Wilhelm chat with investor and SaaStr founder Jason Lemkin about the week's news and venture trends.

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