Arm is cutting jobs in advance of its IPO – we think their reasons for these cuts are likely misplaced, and probably creates more problems for them in the years ahead.
Global Foundries IPO!!! – While GF’s financials make for some tough reading (negative gross margins?!?), they are generating cash and are definitely doing something right to attract $19 billion of customer commitments.
The SPAC Hangover – More fun with numbers – how a SPAC creates some very weird incentives to part like it’s 1999.
Serious as a SPAC Attack – In the glow of a SPAC acquisition, companies need to spare a thought for what life will be like as a public company.
The Joy of SPACs – SPACs are a form of Celebrity Capital. But they can also be seen as a cry for help from the financial markets for reform of the IPO process.
A Look at Roblox’s User Data – Roblox has done a great job of growing its user base and providing content for older users, it also appears to have immense potential to expand geographically and to improve monetization
If You Know, You Know – Roblox’s S-1 demonstrates what a power it has become in gaming and entertainment.
Unity Reported Q3 Earnings – We really like the company’s long-term vision, and want to believe in a more graphical future. But their numbers raise a lot of questions.
After the close today, Uber (finally) filed to go public. Below we offer some quick thoughts after waiting for a very long time to see their numbers. First off, there […]
Traditional ventures have some good reasons for shunning investing in games, but that leaves a big blind spot for someone else to fill.