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Chronicles

The story behind the story

days · browse · Enter similar · o open

As CB Insights says there are 1K unicorns globally, about two added to the herd per day in 2022, a look at soaring valuations, the “first” unicorns, and more

Bloomberg Ellen Huet

Context & Ripple Effects

The unicorn count has gone from novelty to noise in seven years: Fortune's 2015 cover story counted just over 80 private companies at $1B or more, and CB Insights' tally of 1,000 today — with roughly two new ones minted per day in 2022 — is the endpoint of a creation spree that peaked in 2021, when 166 new unicorns had already been created by May, more than in all of 2020.

The geography of the herd is heavily American: CB Insights data from late 2021 showed the US accounting for 154 of the new unicorns since October 2020, over 67% of the global total, while China added just nine. What the 1,000 mark omits is the exit side of the ledger — a problem the coverage itself later quantifies.

First-order effects

  • Investors who drove the 2021 pace — Tiger Global, which by Crunchbase's count had backed twice as many unicorns as Sequoia — now hold stakes in a herd whose valuations CB Insights itself flags as soaring, raising the stakes on every future mark-down or mark-up.
  • Founders and employees at the newest entrants are receiving paper valuations set at the top of a record creation cycle, with liquidity entirely dependent on IPOs or acquisitions that have not materialized.

Second-order effects

  • The exit backlog compounds: by 2025, CB Insights counted a record 1,200 VC-backed unicorns still private, and Carta found fewer than 30% of 2021's unicorns had raised again in three years — late-stage capital rationing follows directly from a herd this large.
  • With supply of $1B+ private companies this abundant, unicorn status stops functioning as a fundraising differentiator, pushing later-stage pricing power toward investors and forcing marginal companies to raise on down rounds or not at all.

Third-order effects

  • If the pattern holds, the $1B threshold completes its slide from scarcity marker to commodity label — the way Fortune's 2015 framing treated 80 unicorns as a phenomenon, a 1,000-strong herd makes the milestone a rounding error in venture reporting.
  • A structurally blocked exit pipeline for 1,200+ private companies points toward prolonged pressure on the venture model itself: fund return timelines stretch, and the industry's dependence on a reopened IPO window becomes its central systemic risk.

The trend: Private-market milestone inflation — unicorn creation running far ahead of unicorn exits — is turning the $1B valuation from a signal of rarity into a signal of illiquidity.

Discussion

  • @lisaabramowicz1 Lisa Abramowicz on x
    Unicorns are becoming commonplace, with more than 1,000 companies now ranking among startups valued at $1 billion or more. https://www.bloomberg.com/... https://twitter.com/...
  • @bobbyallyn Bobby Allyn on x
    “Sure, there are 999 other unicorns, but it still feels special. “It's not like there's 1,000 unicorns in the product management space,” he says. “That would suck.” https://twitter.com/...
  • @mikegatto @mikegatto on x
    The “Chase for Yield” (oversupply of cheap dollars needing to be deployed anywhere but bonds) has made “You Didn't Build That” truer than ever. Many of these were founded by well-connected charlatans, whose gift is getting people to part with their money. https://www.bloomberg.co…
  • @rajuv Raju Vegesna on x
    Good to be a horse in the world of unicorns. https://www.bloomberg.com/...
  • @ellenhuet Ellen Huet on x
    welcome to the land of 1,000 unicorns, where one being “born” is now an everyday (sometimes twice a day!) event “When you have 1,000 unicorns, that's almost an oxymoron.” the @BW mag spread for the story has a+ nuggets, including 1,000 🦄s in this illo https://www.bloomberg.com/..…
  • @technology @technology on x
    The number of unicorns had been growing steadily until the end of 2020, when the global count was 569. Then, in the next year, it almost doubled. In 2022, unicorns are being minted at a rate of more than one a day https://www.bloomberg.com/... Pictured: Ennefftee https://twitter.…
  • @ellenhuet Ellen Huet on x
    also an extremely lol-yet-informative chart from the minds at @BW https://www.bloomberg.com/... https://twitter.com/...
  • @ellenhuet Ellen Huet on x
    how does it feel to be the 1000th unicorn? that somewhat arbitrary honor goes to @productboard. its ceo @hpalan very graciously told me about their unicorn celebrations last week — complete w unicorn balloons, unicorn company swag, and korean bbq https://www.bloomberg.com/... htt…
  • @harrymccracken Harry McCracken on x
    We may need a new definition of unicorn. Say $3 billion? https://www.bloomberg.com/...
  • @markmilian Mark Milian on x
    There are now 1,000 unicorn startups. Many of these are companies you've never heard of, with little revenue, but investors think they're worth a billion dollars. Does any of this make sense? https://www.bloomberg.com/...