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Podcast: Equity
Episode:

Equity Shot: Everyone filed to go public Monday
Category: Business
Duration: 00:28:47
Publish Date: 2020-08-25 18:56:41
Description:

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

We're back out of sequence, because literally every company you can name (well, almost) dropped an S-1 yesterday so we had to sit down and parse them out a bit. That so many filings dropped during the same two days when we had Y Combinator's two-day Demo Day at the same time meant that we were all a bit punchdrunk, but we rallied.

Natasha and Danny and Chris and myself all piled back onto the mics to dig through all the numbers. Here's a rundown of the companies we went through:

  • Palantir, which filed its formal S-1 during our recording session. Danny covered most of the news last Friday, but the public doc is now live, so happy sleuthing.
  • Unity's huge IPO that shows how big gaming is. Natasha connected it to the broader Apple-Epic dustup, and we all reviled in its growth results.
  • Snowflake had Danny so excited he was conjuring scripted segues, and we were all impressed at its historical growth. Sure, it lost a lot of money last year, but, hey, Snowflake has dialed that back as well.
  • And then there was Asana, a company I've covered quite a lot over the years. Our general take is that the company's growth has been good, if it is losing more money than we anticipated. Still, Asana could set a neat new precedent of raising debt ahead of a direct listing. This is one to watch.
  • And then we spent a little time on JFrog and Sumo Logic (more here), because we are nothing if not completionists.

Got all of that? It was a lot of facts to get through, but we did our best and we hope this helps. More tomorrow as we talk Y Combinator with a special guest host. Chat tomorrow!
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