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VOICE ARCHIVE

Adam Besvinick

@besvinick
8 posts
2021-04-05
Two of my favorite people in venture who always keep it real had great interviews in different mediums this week... @km with @patrick_oshag: https://open.spotify.com/... @semil with @sarthakgh: https://sarharibhakti.substack.com/ ...
2021-04-05 View on X
SarHaribhakti's Newsletter

Interview with Semil Shah, founding GP of Haystack, on getting rejected from jobs at VC firms, innovation in the VC industry, Miami as a “tech hub”, and more

a path of following a technology, or trying to solve a problem, or building things with friends, etc. — and let the outputs fall where they may” Such an excellent interview, with s...

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2020-12-01
Feels significant that Shopify is citing $5.1B across its sellers, eclipsing Amazon's independent sellers over BFCM https://twitter.com/... https://twitter.com/...
2020-12-01 View on X
CNBC

Amazon says 2020's holiday shopping season has been its biggest ever, with independent sellers reaching $4.8B+ in worldwide sales over the weekend, up 60% YoY

- Amazon has announced that this year's holiday shopping season has been the biggest in its history.

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2020-08-09
This would be quite the make-up deal after losing out on Instagram, squandering Vine, and arguably not doing enough with Periscope https://twitter.com/...
2020-08-09 View on X
Wall Street Journal

Sources: Twitter had preliminary talks with TikTok about combining with TikTok's US operations, expecting it would face less antitrust scrutiny than Microsoft

Microsoft still seen as front-runner in bidding for video-sharing app's U.S. operations  —  Twitter Inc. TWTR -1.46% …

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2020-05-19
Discovery of great accounts and content isn't something I've struggled with on Instagram, but Guides looks like it supercharges that already good ability — and the wellness content is an awesome first use case https://twitter.com/...
2020-05-19 View on X
Adweek

Instagram introduces Guides, a feature letting creators curate content on a specific subject, debuting with select accounts focusing on wellness

Creators, public figures, organizations and publishers can curate content on a specific subject  —  Instagram introduced a new Guides feature Monday …

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2020-03-25
Long $PINS - most consumer internet services should be experiencing record traffic these days, but Pinterest's content is the most directly monetizable https://twitter.com/...
2020-03-25 View on X
Adweek

Pinterest introduces a new Today tab, a central hub including curated topics and trending posts, as users flock to the service during the pandemic

Scott Nover / Adweek :

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2020-01-06
On the down round point, even companies doing well may be forced to stomach this depending upon their most recent or expected valuation. Oftentimes, companies had valuations from prior rounds that were impossible to reconcile with how they would trade in an acquisition or IPO.
2020-01-06 View on X
@gavinsbaker

[Thread] As post-IPO prices of some unicorns decline, “guaranteed” returns for late stage private investors, unable to sell shares for months, prove illusory

1) Investor fear and the absence - temporary or permanent - of the Vision Fund likely creates more attractive late stage opportunities vs. the last 5 years. Market is semi-frozen, ...

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This is a must-read thread for any VC dependent upon later stage investors (ie nearly all). Having been at a fund doing these late stage/"pre-IPO" deals, the point about willingness/acceptance to do down rounds is very real as well as logo chasing mainly being a thing of the past https://twitter.com/...
2020-01-06 View on X
@gavinsbaker

[Thread] As post-IPO prices of some unicorns decline, “guaranteed” returns for late stage private investors, unable to sell shares for months, prove illusory

1) Investor fear and the absence - temporary or permanent - of the Vision Fund likely creates more attractive late stage opportunities vs. the last 5 years. Market is semi-frozen, ...

View original
2019-09-11
Lots of tech companies making strategic investments these days, but for my money, Airbnb (and Stripe) are doing it the best https://twitter.com/...
2019-09-11 View on X
Wall Street Journal

Brooklyn-based Atlas Obscura, an online magazine and travel startup, raises $20M Series B led by Airbnb to expand its trips and local experience offerings

Lukas I. Alpert / Wall Street Journal : Tweets: @lalpert1 , @davidplotz , @lindaperlstein , @hannarosin , @rafat , @alexisohanian , @charlierybak , @besvinick , @lukesbeard , @wsj...

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