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← Companies now go public later, bigger and unprofitable: fewer than a…

17 connected korrents · 14 moments on record from 14 Jul 2018 to 3 Sept 2026.

Everything filed under startups startups Everything filed under Silicon Valley Silicon Valley Everything filed under team size team size Everything filed under venture capital venture capital Everything filed under market efficiency market efficiency Everything filed under America America Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Companies now go public later, bigger and unprofitable: fewer than a quarter of the last decade’s IPOs were making money. Companies now go public later, bigger andunprofitable: fewer than a quarter of thelast decade’s IPOs were making money. Last stated 5 days ago 2 Sept 2026 AD Aswath Damodaran — holds since 2026-09-02 — tap for who they are Same subject: The banks earning the highest returns on equity before 2007 mostly went bankrupt, and earning less in the good years is what let JP Morgan survive. — tap to centre the map on it The banks earning the highestreturns on equity before 2007 mostlywent bankrupt, and earning less inthe good years is what let JP Morgansurvive. Last stated a year ago 16 Jul 2025 JD Jamie Dimon — holds since 2025-07-16 — tap for who they are Same subject: The stock market has become less informationally efficient over the past thirty-plus years, particularly in the relative pricing of common stocks over medium horizons. — tap to centre the map on it The stock market has become lessinformationally efficient over thepast thirty-plus years, particularlyin the relative pricing of commonstocks over medium horizons. Last stated 2 years ago 3 Sept 2024 CA Cliff Asness — holds since 2024-09-03 — tap for who they are Same subject: Startup opportunities are not fleeting; Silicon Valley has reliably had a surfeit of them for decades. — tap to centre the map on it Startup opportunities are notfleeting; Silicon Valley hasreliably had a surfeit of them fordecades. Last stated a month ago 31 Jul 2026 PC Patrick Collison — holds since 2026-07-31 — tap for who they are Same subject: The new wave of businesses is not lightweight slop: the median one is doing better than a year ago, and more of them clear every revenue threshold. — tap to centre the map on it The new wave of businesses is notlightweight slop: the median one isdoing better than a year ago, andmore of them clear every revenuethreshold. Last stated a month ago 31 Jul 2026 PC Patrick Collison — holds since 2026-07-31 — tap for who they are Same subject: Enterprises buy from startups now because the risk of keeping the status quo has come to look larger than the risk of the startup. — tap to centre the map on it Enterprises buy from startups nowbecause the risk of keeping thestatus quo has come to look largerthan the risk of the startup. Last stated a month ago 31 Jul 2026 PC Patrick Collison — holds since 2026-07-31 — tap for who they are Same subject: The worry that AI's returns are locked away in private companies is overstated: well under a fifth of American market capitalisation is private. — tap to centre the map on it The worry that AI's returns arelocked away in private companies isoverstated: well under a fifth ofAmerican market capitalisation isprivate. Last stated 3 months ago 4 Jun 2026 PT Phil Trammell — holds since 2026-06-04 — tap for who they are Same subject: Many of the most successful companies of the last decade were built against the lean startup playbook, not with it. — tap to centre the map on it Many of the most successfulcompanies of the last decade werebuilt against the lean startupplaybook, not with it. Last stated a month ago 31 Jul 2026 PC Patrick Collison — holds since 2026-07-31 — tap for who they are Same subject: A startup does not have to set out to build the greatest business in history; a merely good business is a legitimate thing to aim at. — tap to centre the map on it A startup does not have to set outto build the greatest business inhistory; a merely good business is alegitimate thing to aim at. Last stated 2 years ago 19 Jun 2024 AS Aravind Srinivas — holds since 2024-06-19 — tap for who they are Same subject: A company that grows enough eventually has no need for investors. — tap to centre the map on it A company that grows enougheventually has no need forinvestors. Last stated 6 days ago 1 Sept 2026 PG Paul Graham — holds since 2026-09-01 — tap for who they are Same subject: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are toocapital-intensive for venture money;they need government or sovereignfunds behind them. Last stated 3 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting whatyou want in any situation, and thatis exactly why investors want it: aformidable founder's interests andtheirs are the same. Last stated 4 days ago 3 Sept 2026 PG Paul Graham — holds since 2026-09-03 — tap for who they are Same subject: "Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely. — tap to centre the map on it "Move fast and break things" is thewrong mantra when you are dealingwith atoms; the job is to move fastand ship safely. Last stated a month ago 3 Aug 2026 DD Dmitri Dolgov — holds since 2026-08-03 — tap for who they are Same subject: DeepSeek's paper was the single most important thing Silicon Valley researchers read in years. — tap to centre the map on it DeepSeek's paper was the single mostimportant thing Silicon Valleyresearchers read in years. Last stated 8 months ago 8 Jan 2026 JH Jensen Huang — holds since 2026-01-08 — tap for who they are Same subject: Moonshots succeed more often than Silicon Valley's use of the word admits -- we actually got to the moon. — tap to centre the map on it Moonshots succeed more often thanSilicon Valley's use of the wordadmits -- we actually got to themoon. Last stated 3 weeks ago 20 Aug 2026 MH Max Hodak — holds since 2026-08-20 — tap for who they are Same subject: A group of fewer than four people is not a team: it behaves like a set of individuals, and a single departure knocks it back into maintenance. — tap to centre the map on it A group of fewer than four people isnot a team: it behaves like a set ofindividuals, and a single departureknocks it back into maintenance. Last stated 8 years ago 14 Jul 2018 WL Will Larson — holds since 2018-07-14 — tap for who they are Same subject: A healthy on-call rotation needs at least six engineers for every alert to get an engineer's full attention. — tap to centre the map on it A healthy on-call rotation needs atleast six engineers for every alertto get an engineer's full attention. Last stated 4 days ago 3 Sept 2026 GO Gergely Orosz — holds since 2026-09-03 — tap for who they are Same subject: A small team is not a compromise: it is the only size at which everyone is in the room for every decision, including the ones outside their discipline. — tap to centre the map on it A small team is not a compromise: itis the only size at which everyoneis in the room for every decision,including the ones outside theirdiscipline. Last stated 6 months ago 11 Mar 2026 JK Jeff Kaplan — holds since 2026-03-11 — tap for who they are
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At the centre Companies now go public later, bigger and unprofitable: fewer than a quarter of the last decade’s IPOs were making money. Last stated 2 Sept 2026 · 5 days ago Holds Aswath Damodaran Read this korrent →