The Increasingly Crowded Unicorn Club

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Source: CB Insights

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  1. rd commented on Nov 2

    In 2000, most companies like this turned out to be actual mythical unicorns. Only a few became horses, i,e, real animals. It will be interesting to see what real:mythical ratio this financing round will have.

    • wally commented on Nov 2

      I think this means that the next tech crash won’t involve the general public, just the genius ‘insiders’.

    • Whammer commented on Nov 3

      One big difference from 2000 is that a lot of these companies have actual businesses and growing revenues — they aren’t just being measured on “eyeballs” or other dubious metrics that were popular then. Several of the “enterprise focused” companies will do well, I think — Nutanix, Apttus, Coupa, Stripe, Zenefits. Others that are more focused on consumers might do pretty well, but the valuations may be a stretch — Warby Parker, Prosper.

      Theranos — looks like that one is heading to the bottom of the bowl.

      Docusign feels like a feature to me, not a company. There are still quite a few that look like Amazon/Google et al could put out of business. Zomato — what the heck is that? A restaurant finder? Instacart? Andreesen Horowitz invested in Instacart, and those folks are all super smart, but I don’t get that one — except as possibly an acquisition target for AMZN or GOOG.

      Watch out for Shazam — I don’t really understand how they’re going to make money, but they seem to be some smart mofos ;-)

  2. Ephman commented on Nov 3

    Jan 2014 seems to be a good dividing line. I recognize most of the companies on the left and almost none on the right. Even without knowing anything, I’d bet that in five years 10% of the companies on the right will either be out of business or, if public, not worth their current valuation.

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