Disruption Report

February 16, 2016
Topics Include:

Investors have already labeled this period “The Great Reset.” Why?

1. There wasn’t a single IPO in January for the first time since September 2011.

2. As the public market has slashed the value of tech companies like LinkedIn and Tableau almost in half, their private counterparts look oversize.

3. The industry is facing death (or at least pain) by a thousand cuts. Startups everywhere are laying off people, jettisoning businesses, and firing CEOs. Some of its biggest innovators have admitted breaking the rules, and suddenly things aren’t looking too rosy.

Biz Carson

Business Insider

February 13, 2016

 

Venture capitalist Jim Breyer says there is “blood in the water,” and we are entering a 90-10 situation for the unicorn class of startups with billion-dollar valuations in which 90% of the startups will be repriced or die and 10% will make it.

 

Jay Yarow

Business Insider

January 21, 2016

 

Historically in [Silicon] Valley, the mantra has been: Grow at any cost. Get bigger, get bigger, get bigger. The mantra has gone to: Cash flow, let’s be profitable, let’s make sure we are earning money and we’ve got a very sustainable business model. And it’s actually a positive thing. I think what this is going to do is it’s going to force companies to think more and more about bottom line and revenue creation and profitability than growth, growth, growth.

Gary Cohn

Goldman Sachs Chief Operating Officer

February 10, 2016

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