Hello and welcome back to Equity, a podcast about the business of startups, where we unpack the numbers and nuance behind the headlines.
This week was a good week because we had the full team back together. Natasha Mascarenhas wash at hand, Mary Ann Azevedo was on the microphone, and Alex Wilhelm was also nearby. Elegance, our ever-trusted producer and lead on the Friday show, was on the dials.
As with almost every week this year, we had to cut and cut to fit the show in the allotted time. This is what we started with:
- Short updates on SoftBank, Better.com and Elon’s quest to buy Twitter.
- In terms of deals, we talked about Mary Ann’s coverage of Kindred, the latest news from the Indian crypto scene and Chipotle. Why Chipotle? Because it turns out that cooking is more than lunch!
- From there, we delved into Natasha’s coverage of a16z’s latest early-stage effort, and what this could mean for the competition with the likes of Y Combinator. The theme of big funds going back and forth will stay with us forever, it seems.
- Shares of Netflix took a big hit this week. Why? Growth at the company has come to a standstill, at least from a user perspective. We took the opportunity to talk about the tailwind of the pandemic. This has consequences for a large number of startups, both large and small.
- From there, we kept the spirits alive by talking about live audio apps and their future. Some tremors are coming, even though everyone likes to talk.
And with that, we’ll be back next week!