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Checkout wants to be Rapyd and Fast

Hello and welcome back to Equity, TechCrunch’s venture-capital-focused podcast, where we unpack the numbers behind the headlines. We’re back on this lovely Saturday with a bonus episode!
Again!
There is enough going on that to avoid failing to bring you stuff that we think matters, we are back yet again for more. This time around we are not talking Roblox, we’re talking about ecommerce, and a number of rounds — big and small — that have been raised in the space. Honest question: do y’all plan to release news on the same week? Are trends a social construct?

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The end of Plaid-Visa, and Palantir’s growing startup mafia

Hello and welcome back to Equity, TechCrunch’s venture-capital-focused podcast, where we unpack the numbers behind the headlines.
This week we — Natasha and Danny and Alex and Grace — had a lot to get through, as the news volume in early 2021 has been rapid and serious. Sadly this means that some early-stage rounds missed the cut, though we did make sure to have some Series A material in the show.
So, what did the assembled crew get to? Here’s your cheat sheet:

As is Talkspace, the tele-therapy startup that you’ve heard of.
Then there was SoftBank, of course, which …

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Who is underpricing Roblox?

Hello and welcome back to Equity, TechCrunch’s venture-capital-focused podcast, where we unpack the numbers behind the headlines. We’re back on this lovely Saturday with a bonus episode!
The normal crew assembled, including Alex, Natasha, Danny, and Chris, to chatter about a chunk of creator and gamer news. And some big numbers, the sorts that we always find fun to chat about.
A sneak peek at what we discussed during this second-ever Equity Leftovers:

Roblox’s epic pre-IPO raise, and its decision to go public through direct listing instead of the IPO that it had previously planned.
Niantic buying …

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Equity Monday: Unionization at Alphabet, Tesla’s delivery achievement, and CRED raises $81M

Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast where we unpack the numbers behind the headlines.
This is Equity Monday, our weekly kickoff that tracks the latest private market news, talks about the coming week, digs into some recent funding rounds and mulls over a larger theme or narrative from the private markets. You can follow the show on Twitter here and myself here — and don’t forget to check out the second of our two holiday eps, the most recent looking at what we think might happen this year.
What did we get into today? A …

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The Equity crew predicts what’s to come in 2021

What could go wrong?
Hello and welcome back to Equity, TechCrunch’s venture-capital-focused podcast (now on Twitter!), where we unpack the numbers behind the headlines. As you can see, this is our yearly predictions episode. Our behind-the-scenes guru Chris Gates joins us on the mic, we take shots at our prior prognostications, and nosh on what we feel is positively persaged.
As always, this episode is in good fun. If you don’t agree with we think is up ahead, that’s fine. You’re probably right. But we’re nothing if not up for a challenge, so we kept …

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Equity Monday: No, tech news doesn’t stop over the holidays

Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast where we unpack the numbers behind the headlines.
This is Equity Monday, our weekly kickoff that tracks the latest private market news, talks about the coming week, digs into some recent funding rounds and mulls over a larger theme or narrative from the private markets. You can follow the show on Twitter here and myself here — and don’t forget to check out the first of our two holiday eps, the last one talking to VCs about what surprised them in 2020.
Anyhoo, from vacation, here’s what Chris and …

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Five VCs discuss what surprised them the most in 2020

Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast (now on Twitter!), where we unpack the numbers behind the headlines.
Today is our holiday look-back at the year, bringing not only our own Danny and Natasha and Chris and Alex into the mix, but also five venture capitalists who we got to leave us their notes as well. The goal for this episode was to reflect on a year that no one could have ever predicted, but with a specific angle, as always, on venture capital and startups.
We asked about the biggest surprise, non-portfolio companies to watch, …

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All IPOs should be paid for in Robux

Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast (now on Twitter!), where we unpack the numbers behind the headlines.

This is an all-time first for the show, it’s an Equity Leftovers. Which means that we’re not focusing on a single topic like we would in an Equity Shot. This is just, well, more Equity.

Danny and I and Chris got together to chat about a few things that we could not leave out:

And with this, our fourth episode in six days, we shall pause until Monday. Hugs from the Equity crew.

Equity drops every Monday at 7:00 a.m. PDT and Thursday afternoon as fast as we can get it out, so subscribe to us on Apple PodcastsOvercastSpotify and all the casts.

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Equity Shot: Airbnb’s IPO is finally here

Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast where we unpack the numbers behind the headlines.

Today we have an Equity Shot for you about Airbnb’s S-1 filing, as it looks to go public before the year is out.

  • First we get into Airbnb’s macro performance, which shows a stable-picture historical revenue growth. There are a ton of numbers to get to so get ready for a quick dive into net revenue, gross margins and losses.
  • Then we discuss the dramatic drop in bookings, the promising comeback and if short-term travel is Airbnb’s future.
  • There’s a weird quarter of profitability that you should all know about, and a heads-up on what to look for in Q4 numbers.
  • Finally, we talk about the bullish and bearish case on Airbnb, which poetically filed the same day that Moderna announced a promising vaccine trial. 

All that, and our trusty other host Danny Crichton was busy filing a post about the winners and losers of the Airbnb IPO. Ownership, you quiet, billionaire beast. There’s more coming from TechCrunch on the company’s IPO, and from the Equity crew on everything else we ferret out on Thursday. Stay tuned!

Equity drops every Monday at 7:00 a.m. PDT and Thursday afternoon as fast as we can get it out, so subscribe to us on Apple PodcastsOvercastSpotify and all the casts.

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Equity shot: Boo! It’s the Halloween earnings special!

Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast (now on Twitter!), where we unpack the numbers behind the headlines.

As promised, the whole gang is back, this time to chew on the biggest, baddest, worstest, and most troubling earnings reports from the current cycle. This week saw Amazon and Alphabet and Microsoft and Apple and Facebook report, along with a host of smaller companies.

Spoiler alert: there were more tricks than treats.

  • Danny, Natasha and Alex wanted to get to the bottom of the big tech results, asking what really mattered from each of them?
  • Then it was time to dig into themes. We saw plan price increases coming from Netflix and Spotify, advertising getting a boo-st from politics and 2020’s overall meltdown, and boo-ming billions of consumer interest in…desktops.
  • After that, a dive into the results of smaller SaaS and cloud companies, picking out trends that might help us see around the corner a bit; is the tech boom slowing, or is corporate growth merely failing to keep up with inflated investor expectations?
  • This week felt like a shudder ran through the spine of our economy. The earnings paint a neutral picture, which isn’t exactly an exhale to rejoice over. The coronavirus continues to be a threat that poses a risk to public businesses. For startups, that could mean a less frothy exit market nad lower valuations. And for the public, it means that the uncertain is still ahead of us. So wear a mask.

And with that, the show is back Monday morning. Have a good weekend, everyone.

Equity drops every Monday at 7:00 a.m. PDT and Thursday afternoon as fast as we can get it out, so subscribe to us on Apple PodcastsOvercastSpotify and all the casts.

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