49% of crypto projects are science projects with no commercial prospects. Another 49% are outright frauds. Both are worthless. That being said, the remaining 2% will some day be worth a lot of money. It is a very challenging signals to noise ratio.
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.
A Bridge Too Far: Financial Modeling – Bridging Actuals and Forecast financial models is not fun.
Spac-a-Mole – There seem to be more SPACs than targets, and these Bubble valuations can become a problem for companies that go down this path.
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.
The Haves and the Have Nots – No one can predict how the economy will fare, for now the tech industry is propped up by a healthy dose of investor cash. Eventually this spigot will be shut off, and it is important to be prepared for a long winter.
Everybody Wants to Be a Technology Company – Big companies working with start-ups requires a lot of patience and flexibility on both sides
Money for (Almost) Nothing – Many start-ups are sitting on valuable data. We think there is an opportunity for companies, such as Accounting Software makers to earn a healthy side income monetizing that data.