Equity California has no water and lots of liquidity
Jul 2, 2021
The hosts delve into tensions between startups and investors, spotlighting Hinge Health's board dynamics. They discuss the buzz surrounding recent IPOs from companies like Didi and Duolingo. Innovative financial solutions shine, with a new neobank for the LGBTQ+ community and drone logistics providers adapting during the pandemic. The episode also critiques ed tech's modernization challenges and highlights initiatives supporting women-led startups, plus intriguing new search tools reshaping the digital landscape.
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Two-Tiered IPO Market
- SentinelOne's high valuation despite relatively low revenue shows IPO market inconsistencies.
- Didi's less enthusiastic reception highlights the two-tiered nature of the market for US and Chinese companies.
Duolingo's S1 Filing
- Duolingo, a language-learning app, filed its S1, revealing strong financials and growth.
- Their prior $2.4B valuation seems justified, given their performance.
Duolingo's Pandemic Growth
- Duolingo's revenue grew significantly during the pandemic but slowed slightly in Q1 2021.
- Their strong growth might offset investor concerns about increased losses.