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Bubble, My Ass: Some Unicorns Might Be Overvalued, But All Dinosaurs Gonna Die. — Medium
Summary: pundits argue billion-dollar startups are overvalued, but few realize why public company valuations might also …
startup  bubble  article  dinosaur  !great  mclure  500startups 
5 days ago by alexmc
“Ubernomics” And The New Start Up Math | PYMNTS.com
Uber for example is valued at $41 billion, despite the fact all that the revenue from the entire taxi industry in the United States is only about $11 billion a year.
bubble 
6 days ago by rhyndes
We put a chip in it!
deluded people making things "smart"
bubble  smart  rfid  no  ha  tumblr 
6 days ago by ignatz
Bubbler - CSS Speech Bubble Generator - i like pixels <3
A simple CSS speech bubble generator to create speech bubbles using a single element and :before and :after CSS rules.
tooltip  bubble 
9 days ago by freiref
Bubble talk - Sam Altman
"1) The top 6 US companies at http://fortune.com/2015/01/22/the-age-of-unicorns/ (Uber, Palantir, Airbnb, Dropbox, Pinterest, and SpaceX) are currently worth just over $100B.  I am leaving out Snapchat because I couldn’t get verification of its valuation.  Proposition 1: On January 1st, 2020, these companies will be worth at least $200B in aggregate. 

2) Stripe, Zenefits, Instacart, Mixpanel, Teespring, Optimizely, Coinbase, Docker, and Weebly are a selection of mid-stage YC companies currently worth less than $9B in aggregate.  Proposition 2: On January 1st, 2020, they will be worth at least $27B in aggregate.

3) Proposition 3: The current YC Winter 2015 batch—currently worth something that rounds down to $0—will be worth at least $3B on Jan 1st, 2020."

"Of course, there could be a macro collapse in 2018 or 2019, which wouldn’t have time to recover by 2020. I think that’s the most likely way for me to lose."
bubble  sillyvalley  ycombinator  via:sfslim  samaltman 
10 days ago by sha
Bubble, My Ass: Some Unicorns Might Be Overvalued, But All Dinosaurs Gonna Die. — Medium
Summary: pundits argue billion-dollar startups are overvalued, but few realize why public company valuations might also be too expensive. Traditional P/E ratios of 15–20+ are likely too optimistic, relative to how long the future cash flows and operating margins of big dumb companies can be sustained. Unless they innovate more rapidly (or acquire their internet peers), expect most S&P 500 Dinosaurs to be disrupted and destroyed by an endless march of VC-funded Unicorns that will bash their tiny little reptile brains in with software and internet marketing.
bubble  mcclure  marketing  unicorn 
12 days ago by PieroRivizzigno
Bubble, My Ass: Some Unicorns Might Be Overvalued, But All Dinosaurs Gonna Die. — Medium
Summary: pundits argue billion-dollar startups are overvalued, but few realize why public company valuations might also be too expensive. Traditional P/E ratios of 15–20+ are likely too optimistic, relative to how long the future cash flows and operating margins of big dumb companies can be sustained. Unless they innovate more rapidly (or acquire their internet peers), expect most S&P 500 Dinosaurs to be disrupted and destroyed by an endless march of VC-funded Unicorns that will bash their tiny little reptile brains in with software and internet marketing.
startup  Disruption  bubble  advocacy  author:DaveMcClure  Medium  2015 
14 days ago by inspiral

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