Agenda:
00:00 – Meta’s $14.8B Deal for Scale: The Analysis
05:40 – Will Scale Lose Their $800M ARR? Will All Customers Leave?
13:00 – Who is the Winner from All Scale Customers Leaving?
21:30 – Who Made the Most Money From Scale?
24:00 – LPs Just Got $14B Back. Are They Reinvesting?
26:45 – Chime IPO: The Breakdown
29:20 – Ramp Hits $16B Valuation: Are We Back in 2021?
31:10 – Ramp vs Brex vs Mercury: Who’s the Real Winner?
34:00 – Gusto Going Public with $900M in ARR???
36:40 – Dropbox vs Glean: Can the Old Guard Survive the AI Wave?
38:50 – Is Slack Dead as a Platform? Salesforce Shutdown Slack API?
41:15 – Will China Dominate AI? The Bets Are In
43:00 – S&P Prediction, iPhone Assembly in the US, and Rory's Rants
Please read the offering circular and related risks at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A+ Offering. Past performance is no guarantee of future results. Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities. DealMaker Securities LLC, a registered broker-dealer, and member of FINRA | SIPC, located at 105 Maxess Road, Suite 124, Melville, NY 11747, is the Intermediary for this offering and is not an affiliate of or connected with the Issuer. Please check our background on FINRA's BrokerCheck.
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By Harry Stebbings
4.4
477477 ratings
Agenda:
00:00 – Meta’s $14.8B Deal for Scale: The Analysis
05:40 – Will Scale Lose Their $800M ARR? Will All Customers Leave?
13:00 – Who is the Winner from All Scale Customers Leaving?
21:30 – Who Made the Most Money From Scale?
24:00 – LPs Just Got $14B Back. Are They Reinvesting?
26:45 – Chime IPO: The Breakdown
29:20 – Ramp Hits $16B Valuation: Are We Back in 2021?
31:10 – Ramp vs Brex vs Mercury: Who’s the Real Winner?
34:00 – Gusto Going Public with $900M in ARR???
36:40 – Dropbox vs Glean: Can the Old Guard Survive the AI Wave?
38:50 – Is Slack Dead as a Platform? Salesforce Shutdown Slack API?
41:15 – Will China Dominate AI? The Bets Are In
43:00 – S&P Prediction, iPhone Assembly in the US, and Rory's Rants
Please read the offering circular and related risks at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A+ Offering. Past performance is no guarantee of future results. Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities. DealMaker Securities LLC, a registered broker-dealer, and member of FINRA | SIPC, located at 105 Maxess Road, Suite 124, Melville, NY 11747, is the Intermediary for this offering and is not an affiliate of or connected with the Issuer. Please check our background on FINRA's BrokerCheck.
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