The Palantir S-1 is a long and meaty read, and a pretty fascinating one considering the company was highly secretive, and often controversial, for so many years. It is also written in a very opinionated style: the newly Colorado-based company takes aim at Silicon Valley and is not exactly charitabl| Matt Turck
The Snowflake IPO is shaping up to be particularly exciting. Their S-1 shows very impressive metrics across the board, including explosive revenue growth at scale (growing 174% annually to $264.7 million for the fiscal year ended January 31, 2020), and “land and expand” motion (169% net revenue ret| Matt Turck
A member of our Emerging MAD Index of companies on their path to an IPO, Confluent is a very interesting company in a strategic part of the data space, providing infrastructure for real-time data streaming - what it nicely calls "data in motion", in contrast to the world of batch processing or "data| Matt Turck
Look up in the sky! It's a bird! It's a plane! It's… an IPO. The Cerebras S-1 filing is interesting in many ways, but certainly one is that, well, it is an (upcoming) IPO in the first place. In a context where tech IPOs have been at an all time low, with a very modest uptick in 2024 (Reddit, Rubrik| Matt Turck
Is this it? Are we back? Everyone in the startup and venture world has been waiting for months for the re-opening of the IPO window. After a record breaking 2021 (1035 IPOs, beating the previous record of 480 in 2020), 2022 saw a dramatic decline (181 IPOs) and 2023 so far has not been much better.| Matt Turck