Venture Bytes #60 – Can DoorDash Deliver a Strong IPO? Odds Favor It

Month: March 2020

Venture Bytes #60 – Can DoorDash Deliver a Strong IPO? Odds Favor It

on March 19, 2020

In this edition, the first lead article is on DoorDash’s IPO filing and the second is on the Space Economy. DoorDash filed confidentially on Friday, February 28 for its initial public offering, reopening the window for app-based customer-focused mega unicorns after a short lull. While the odds are stacked against it, as they are for all unprofitable start-ups, we believe DoorDash may buck the trend by showcasing itself as the largest, best of breed delivery company in North America, with a clear path to profitability.

The second article takes a peek at the space economy that is gradually taking shape. It is expected to expand to multi-trillion dollars in the coming decades. While that’s still a long way from where the industry is today, a number of developments are pointing in the right direction.

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Venture Bytes #59 – Spotlight on Stripe Gets Brighter

on March 19, 2020

The first lead article, Spotlight on Stripe Gets Brighter, is on the expected increased spotlight on Stripe following the wave of consolidations in the fintech space. The 11-year old fintech unicorn has raised $1.3 billion in seven rounds to date, sports a $35.3 billion private market valuation, and is ripe for its own initial public offering (IPO). Even if it decides to hold off on the IPO, we expect the company to be an active participant in the ongoing M&A activity in the payments space.

The second article, Autonomous Cars Front and Center at CES 2020, touches on three displays at the CES show in Las Vegas that we believe captured broadly the latest developments in the autonomous car market – particularly the electronics in the car and various concept cars. Given that cars are transitioning toward electric powertrains, autonomous driving technology and connected online infotainment experiences, the attraction of autonomous cars was obviously strong and expected to get stronger over the coming years.

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