Viewpoints

Each year, Coatue’s East Meets West (EMW) presentation brings plenty of food for thought. Here is a summary of the 2025 “Coatue View on the State of the Markets” […]

CoreWeave, a GPU datacenter company, went public on March 28. Since then, its stock has soared 359%, lifting its enterprise value to $92B — that’s 29x […]

Omada Health went public on June 6, 2025 (Nasdaq), one of the few recent IPOs to achieve a valuation above its last private funding round. As […]

Circle (founded in 2013) IPOed last week on the NYSE under the ticker CRCL, with demand exceeding supply by 25 times. The stock surged 250% in […]

Packy McCormick’s piece Everything is Technology has triggered heated debate in SV, including his views on VC megafunds. To keep this brief, I will expand on megafund returns […]

eToro, the stock and crypto trading platform, went public last week on Nasdaq, raising $620M in an upsized offering that was over 20 times oversubscribed. The […]

That’s exactly what played out in internet search and ride-sharing, for instance. Few still remember Google’s early competitors. Lyft lags far behind Uber, which — despite […]

Omada Health, a Fabrica Ventures portco, has just filed for IPO (pricing range, timing, and size are still tbd). * * * * * As of […]

The enterprise security landscape is undergoing a transformation, as traditional analog systems are replaced by cloud-based digital solutions. This shift is driven by AI and the […]