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VOICE ARCHIVE

Joe Flaherty

@josephflaherty
15 posts
2024-05-02
Brian doesn't get enough credit as one of the most influential/inspiring founders of the last 20 years. He's rich as Croesus and well-known in tech, but where is the premium cable biopic? Airbnb is arguably the biggest consumer tech brand since YouTube? Maybe even Amazon?
2024-05-02 View on X
New York Times

Airbnb launches Icons, a new category of experiences that lets users meet celebrities and stay in outlandish venues, like a replica of the house from Pixar's Up

extraordinary experiences from the world's greatest icons Associated Press : Airbnb offering exotic experiences from a Paris museum to the house in ‘Up’ — some for free Natalie Lun...

2023-04-19
There was a long period in tech where founders could hand wave past the threat of competition from incumbents. Larger players were focused on the most massive growth opportunities. As tech reaches a saturation point, the size of markets attractive to incumbents will shrink https://twitter.com/...
2023-04-19 View on X
TechCrunch

Mark Zuckerberg announces Instagram now lets users add up to five links to their account bios, challenging Linktree, Beacons, and other “link in bio” services

I am delighted for you that for the moment Meta has given you the ability to put up to to 5 links in your bios.  How long they will allow that will be interesting to see.  Maybe it...

2021-12-13
The relationship between venture capital and ultimate startup success isn't very strong. Most startups need some capital to get going, but beyond a certain point, it can be counter productive. https://twitter.com/... https://twitter.com/...
2021-12-13 View on X
Founder Collective

Analysis of 166 tech IPOs from 2010 to 2019: the 30 most valuable startups raised half as much capital and produced nearly 4X the value as the 30 most funded

Here's a blog post with the full data set for the stats I shared in a @fredwilson thread last month. The median value of a public tech startup has actually dropped, now down to $3.9B. Capital has no insights. https://foundercollective.medium.com/ ... https://twitter.com/...
2021-12-13 View on X
Founder Collective

Analysis of 166 tech IPOs from 2010 to 2019: the 30 most valuable startups raised half as much capital and produced nearly 4X the value as the 30 most funded

2021-12-12
Here's a blog post with the full data set for the stats I shared in a @fredwilson thread last month. The median value of a public tech startup has actually dropped, now down to $3.9B. Capital has no insights. https://foundercollective.medium.com/ ... https://twitter.com/...
2021-12-12 View on X
Founder Collective

Analysis of 166 tech IPOs from 2010 to 2019: the 30 most valuable startups raised half as much capital and produced nearly 4X the value as the 30 most funded

Does raising a large amount of capital make a startup more likely to succeed?  Is capital a weapon?  Do startup founders need to “go big or go home?” Tweets: @micahjay1 , @josephfl...

The relationship between venture capital and ultimate startup success isn't very strong. Most startups need some capital to get going, but beyond a certain point, it can be counter productive. https://twitter.com/... https://twitter.com/...
2021-12-12 View on X
Founder Collective

Analysis of 166 tech IPOs from 2010 to 2019: the 30 most valuable startups raised half as much capital and produced nearly 4X the value as the 30 most funded

Does raising a large amount of capital make a startup more likely to succeed?  Is capital a weapon?  Do startup founders need to “go big or go home?” Tweets: @micahjay1 , @josephfl...

2021-11-16
Some historical context on @fredwilson's latest. Between 1/1/2010 - 12/31/2019, 166 tech startups went public. Here's where their valuations sit now: 2 = $1T+ (TSLA/FB) 4 = $100B+ (SHOP/NOW/TEAM/SQ) 48 = $10B+ 35 = <$1B Median = $4.4B Deploy wisely! https://avc.com/...
2021-11-16 View on X
AVC

Seed rounds at $100M post-money valuations, now fairly common, are unlikely to perform well for investors, given dilution and early startups' high failure rate

We have been seeing quite a few seed rounds getting done in and around $100mm post-money and that concerns me for a few reasons:

2021-03-22
From a centuries long vantage point, the “internet era” = 1995-2025(?) Maybe it runs until 2035? Not arguing that “tech” will disappear, merely the leverage will move away from technologists and back to MBAs, regulators, etc. Good essay: https://www.ben-evans.com/... https://twitter.com/...
2021-03-22 View on X
Benedict Evans

Software has eaten the world, fading into the background like electricity or cars before, and is now secondary to conventional industry differentiation concerns

Benedict Evans : Tweets: @chanezon , @josephflaherty , @eric_seufert , @eric_seufert , @hkanji , @craigmod , @benedictevans , @helgeklein , and @dwellington Tweets: @chanezon : “t...

2021-03-04
🦄🔥 Kudos to @Bryce and @timoreilly for dedicating a half decade plus to a noble experiment in changing the way VC works - Gone but not forgotten! https://medium.com/...
2021-03-04 View on X
Axios

Indie.vc, a six-year-old effort by O'Reilly AlphaTech Ventures to invest small amounts in bootstrapped businesses, shuts down after results left LPs unimpressed

6 years ago, a mysterious Tumblr site appeared on the internet. Tweets: Hussein Kanji / @hkanji : The idea was to back the next GitHub, which became profitable early on and didn't ...

2020-09-15
“Raising $185M isn't cool, do you know what is? Making $10M in initial funding stretch for the first six years of your startup's existence so you can dial in product market fit in a non-dilutive manner while maintaining future optionality!” https://techcrunch.com/...
2020-09-15 View on X
TechCrunch

Low-code database service Airtable raises $185M Series D at $2.58B post-money valuation and launches Airtable Apps, a JavaScript-based no-code development tool

Frederic Lardinois / TechCrunch :

2020-04-23
I have a feeling Magic Leap is going to get lumped in with Juicero as a heavily-funded hardware startup that failed to launch, but it's a very different case. Technical risk has taken a back seat to market risk over the last decade, but there's nothing dishonorable in failure. https://twitter.com/...
2020-04-23 View on X
Bloomberg

Sources: Magic Leap is laying off about half its employees, or around 1,000 people, as it winds down its consumer business; Magic Leap has raised over $2B

50 percent of its workforce — and shutting down its consumer division: https://www.bloomberg.com/... Jon Evans / @rezendi : This is going to go down as one of the biggest failures ...

2020-04-12
Once someone figures out a new name for homeschooling that doesn't evoke images of prairie skirts and sister wives, look out. Turns out some markets were locked up due to business model miss matches, e.g. telehealth, others were pure social stigma, e.g.: https://www.washingtonpost.com/ ...
2020-04-12 View on X
Washington Post

The COVID-19 pandemic has forced experts to reframe the debate about screen time, at least temporarily, as devices become portals to employment and education

Go ahead, look at your phone and tablet.  Much of it is necessary.  Even the frivolous stuff.  —  We're on Zoom calls six hours per day.

2020-02-22
In this era of tech cynicism, it's worth noting that this breakthrough that could save hundreds of millions of lives was made possible, in large part, by open source tools like TensorFlow, developed by Google, and PyTorch led by Facebook. https://www.theguardian.com/ ...
2020-02-22 View on X
Financial Times

MIT researchers say they used AI to discover new potent antibiotics that treat drug-resistant diseases

Madhumita Murgia / Financial Times :

2020-02-21
In this era of tech cynicism, it's worth noting that this breakthrough that could save hundreds of millions of lives was made possible, in large part, by open source tools like TensorFlow, developed by Google, and PyTorch led by Facebook. https://www.theguardian.com/ ...
2020-02-21 View on X
Financial Times

MIT researchers say they used AI to discover new potent antibiotics that treat drug-resistant diseases

Machine learning uncovers potent new drug able to kill 35 powerful bacteria  —  Artificial intelligence has been used to discover new antibiotics effective against untreatable dise...

2019-09-21
“It's a feature, not a company,” isn't always bad advice. https://twitter.com/...
2019-09-21 View on X
CNBC

Source: Fitbit has hired investment bank Qatalyst Partners to explore a sale; stock closes up 11.72%

KEY POINTS  — Fitbit hires boutique investment firm Qatalyst Partners to explore a sale, according to a person familiar with the matter.  —  A Fitbit display is seen at a Target st...