Equity

Our little quorum this week, which included Indy Guha from Bain Capital Ventures, dove into critical stories, including Pinterest's new capital event which saw the firm bring in a comparatively modest sum for a comparatively modest valuation bump; Snap's purchase of Placed to, in the words of TechCrunch's Josh Constine "prove geofilters drive store visits"; ShotSpotter's debut; and, as you must have guessed, the Tintri IPO filing, which left us with a few questions.

This week the News Gods disbursed unto the crew a juicy morsel: Blue Apron filed to go public minutes before we sat down to chew over what’s been happening. As you can imagine, it took up a chunk of our time.

But no episode of Equity is complete without our own Katie Roof, Matthew Lynley, myself — Alex Wilhelm — and a fresh victim, or guest, depending on your perspective. This week Ted Smith, an M&A banker and co-founder of Union Square Advisors, sat with us to dive into the news, and try to figure out what the hell is going on with Travis and company.

This week we take a dive into IPOs, what constitutes a good pop and who might be next. We also drilled into the massive new Softbank fund and what it might mean for tech rounds both big, and small. Oh, and Peloton remains something that we can't get enough of. Some of us even Soul Cycle.

This week we pulled off our very first live episode, taping the session during the last day of TechCrunch Disrupt NY 2017. For our inaugural public show, Ellie Wheeler of Greycroft joined our merry band of nerds: Katie Roof, Matthew Lynley, and Alex Wilhelm.

In honor of the venue and time, we kept the format the exact same, focusing this time around on Apple’s double $200 million dosh disbursements, the Lyft-Waymo tie up and all its irony, Facebook’s recent Snap Xerox and Crowdstrike’s neat $100 million round.

We talk Snap's dramatic share price decline following its first-quarter earnings. The report, its first as a public company, missed on revenue, profit, and active users. And we hit on the rest of the week's troubled waters, detailing what happened to Yelp's own share price, and why Pandora is telling the market to buy it now or wait a moment. On a happier note, we touched on a profitable company's recent mega-raise.

Celebrating the continuing earnings fête thrown by the various public tech companies, we dug into Tesla's results and ensuing (modest) correction, Facebook's big quarter and its rivalry with Snap, Square's own financial tally, and recent IPOs Cloudera -- which after its conservative pricing has had a solid run -- and Carvana, which has mostly fallen apart since its debut.

This week has been a delightful clown car of technology earnings, so we dove into Twitter’s surprisingly strong report that drove its share price higher, Alphabet’s results -- largely from a Google-focused perspective -- Amazon’s stellar cloud incomes, and Dropbox’s improving financial performance.

Whether the Dropbox drip of released financial data points to an IPO was our main question. Place your bets now.

This episode Katie Roof, Matthew Lynley and myself were joined by Ethan Kurzweil of Bessemer Venture Partners for a lively-as-heck conversation covering the biggest financial news of the week.

First up was Uber’s newly disclosed financials. The company has a history of leaks and losses, but this time around we read corporate-approved numbers detailing quickly growing revenue (expected), stiff losses (expected), and some interesting accounting results (unexpected) that skew the company’s profile slightly as 2016 came to a close.

This week we discussed the interesting and slightly disappointing $630 million RetailMeNot acquisition, Yext's above-range IPO pricing and strong first day's trading, what's going on in global venture capital, and the investing thesis of Arlan Hamilton and her diversity-focused firm, Backstage Capital.

With analyst-turned-VC Gene Munster we dug into Lyft's new half-billion dollar fundraise and what light it may shed on Uber's valuation, spent just enough time to properly vet the current crop of tech IPOs and, of course, talked through what's new at Apple.