Alex Wilhelm on Muck Rack

Alex Wilhelm

San Francisco
Editor-in-Chief, Mattermark
Covers:  windows, acquisitions, microsoft, earnings, policy, startups, funding, technology
Doesn't Cover: apple

Editor in Chief at @Mattermark. Previously: @TechCrunch, @TheNextWeb. I think you rock. Alex.Wilhelm [at]

Tech Set To Miss IPO Rebound - Mattermark — Editor's Morning Note: The Wall Street Journal says that the " Anemic IPO Market Is Poised for a Rebound." But what about tech? If you have kept hope for a dramatic rebound in the pace of US-market technology IPOs, I am here to break your heart all over again.

Here's What $4.3 Billion Gets You In Today's Market - Mattermark — It was announced this morning that Apollo Group will buy Rackspace for $32 per share in cash, or $4.3 billion net of cash. According to the official verbiage, the per-share value of the agreement represents a 38 percent bump from Rackspace's "unaffected closing stock price on August 3, 2016, the last trading day prior to news reports speculating about a potential transaction."

Going Back In VC Time - Mattermark — Later today, Mattermark will publish a look at historical venture capital patterns in the United States, answering the questions where in the country have most dollars been invested, and where in the country have the most checks been written going back a full decade. Before, however, I want to rewind even further.

SneakPeeq Goes iPad — Today social commerce website SneakPeeq announced that it has passed the 1 million registered user mark, and has released its new iPad application to the market. Origins SneakPeeq serves two niches at once, the fashion conscious and shopping oriented consumer, and the up and coming brand that wishes to reach them.

Uber's Done Didi Deal Makes More Sense In Light Of Resurgent North American Losses - Mattermark — Tragically, Uber's UberLEGO push failed to final market traction. Earlier this year, reports surfaced that Uber, the popular on-demand car service, had reached a form of profitability in a growing number of American cities. In contrast to its Chinese operations that were known to be non cash-accretive, it appeared that Uber had turned the corner in its home market.

Better Know An IPO: The Trade Desk ($TTD) - Mattermark — The 2016 US tech IPO group will likely welcome a new member to its ranks this year, as The Trade Desk filed to go public this week. Following a number of successful offerings, it will be interesting to see how the company performs given as it is largely profitable, and certainly cashflow positive.

Area VC Decries Bubble Talk By Decrying Another Bubble With Talk - Mattermark — Editor's Morning Note: 500 Startups' Dave McClure's thoughts on Unicorns vs. The World are worth a moment of our time. Happy Monday. I trust that you survived the weekend in at least decent shape. We're going slow this morning in case your coffee has yet to set in. I promise.

Up From Splat, 2015 IPO Edition - Mattermark — Editor's Morning Note: Notably, last year's IPOs are still down a material chunk from their 52 week highs. Market aren't. What's going on? Earlier this week, Mattermark published a dive by Ron Miller and myself investigating how to price IPOs. As it turns out, nailing IPO pricing to the cent is essentially impossible.

The Changing Value Of ARR III.5 - Mattermark — tl;dr: By one metric, public investors are raising the value of recurring revenue. That means your startup is likely now worth more than it was. Box won't report its earnings until August 31, putting the fourth real installment of our continuing conversation on the shifting value of annual recurring revenue (ARR) a few weeks in the future.

Unicorn Exits, Redux - Mattermark — A unicorn in alpha, not an alpha unicorn. Yesterday, Mattermark dug up the percentage of private investment into unicorns and unicorn-ish companies that remains illiquid. It's about three-quarters, over our selected timeframe. Of course, every company has a unique cap table, making it all but impossible to track every dollar to its last cent.
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Aug 30, 2016

@randall1976 when robots are funny, nothing will be - are you a sci-if fan?

Aug 29, 2016

@aiddya sobriety is still pretty weird, tbh. am learning.

Aug 29, 2016

RT @knottyyarn: If you try to talk to me while I have headphones on I will IMMEDIATELY assume you are trying to mug me and introduce you to my pepper spray

Aug 29, 2016

People so worried about brilliant AI taking over the unconnected world while Facebook can't even not post fake news without humans. 🤔🤔🤔🤔

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