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VOICE ARCHIVE

Anand Sanwal

@asanwal
38 posts
2026-02-02
The US govt has systematically underinvested in its brightest students In fact, our public schools have consistently lowered the ceiling (get rid of g&t, lower standards) Meanwhile, China spends $300B building genius classes Our excellence is accidental Theirs is systematic [image]
2026-02-02 View on X
Financial Times

A look at China's “genius class” system, which picks ~100K gifted teens annually for elite science-focused schooling; its alumni span ByteDance, PDD, and more

2026-02-01
The US govt has systematically underinvested in its brightest students In fact, our public schools have consistently lowered the ceiling (get rid of g&t, lower standards) Meanwhile, China spends $300B building genius classes Our excellence is accidental Theirs is systematic [image]
2026-02-01 View on X
Financial Times

A look at China's “genius class” system, which picks ~100K gifted teens annually for elite science-focused schooling; its alumni span ByteDance, PDD, and more

A network of ultra-competitive high-school talent streams has been turning out the leading lights of science and tech

2025-08-01
Humbled to see Figma go public today I've been a user since Covid And so I'm glad to have been part of this journey Congrats Dylan and team I knew from the first time I didn't meet you that Figma was going to be huge
2025-08-01 View on X
CNBC

Figma's stock closes up 250% at $115.50, after Figma sold shares at $33 in its IPO, hitting a ~$68B valuation; Adobe's $20B Figma acquisition fell apart in 2023

Figma's stock more than tripled in its New York Stock Exchange debut on Thursday, a day after the design software company sold shares at $33 in its IPO.

2025-01-11
Ok. He's overdoing it now.
2025-01-11 View on X
New York Times

Sources detail Zuckerberg's sprint to remake Meta after meeting with Trump at Thanksgiving; he no longer wants to keep his views of how Meta should be run quiet

After visiting President-elect Donald J. Trump in November, Mr. Zuckerberg decided to relax Meta's speech policies.

2024-12-28
13-year old accounting software @bench shuts down abruptly 3 days before year-end If you're a customer, ouch! Raised $104M w/the last round being $60M in 2021 A zero value here is wild Would figure the customer base, software would be worth something? But guess not [image]
2024-12-28 View on X
The Information

Bookkeeping startup Bench, which raised $100M+ including from Shopify, closes down effective immediately; several employees say Bench also laid off staff

it's reputation-ending Leadership means accountability Rohit Mittal / @rohitdotmittal : Does anyone know how to go about buying Bench's assets? I'm sure investors have counsel to s...

2024-03-21
That's a healthy valuation multiple Satya and Microsoft just gonna acquihire this too?
2024-03-21 View on X
The Information

Sources: Cohere, which has raised $445M and was seeking new funding at a $6B valuation in 2023, generated just ~$13M in annualized revenue at the end of 2023

a whopping 450x multiple. @HeeterMaria and I have the inside details here: https://www.theinformation.com/ ...

2024-01-20
Flexport and Shopify's relationship is complicated Here's a quick summary Feb '22 - Shopify Ventures invests in Flexport's Series E-2 round which valued the company at $8B May '23 - Shopify divests Deliverr and its Logistics & Fulfillment business to Flexport for an estimated... [image]
2024-01-20 View on X
The Information

Flexport raised $260M from Shopify, one of its biggest shareholders; Shopify sold its money-losing logistics unit to Flexport in exchange for equity in May 2023

Report FreightWaves : Flexport raises $260M from Shopify Threads: Ran Reichman / @ranreichman : I don't understand this on two accounts: 1.  Flexport CEO said they have a fortress ...

2023-12-29
Throwback Wednesday Who remembers the daily deals space? @Groupon anyone? Today, one of the other early entrants to that space shut down Just 7 months after being acquired by PE firm Regent, a firm that specializes in complex corporate divestitures, @zulily called it quits... [image]
2023-12-29 View on X
The Seattle Times

Seattle-based online retailer Zulily, which had a ~$7B market cap in 2014, winds down; in a December 11 lawsuit, Zulily accused Amazon of stifling its business

Weeks after laying off 800+ employees and suing Amazon … TechRadar : Former ecommerce giant Zulily shuts down PYMNTS.com : Zulily's Last Checkout: The Retail Road to Its Online Clo...

2023-11-02
🧩🎯 M&A strategy teardown Why did @HubSpot ($HUBS) acquire @clearbit? TL;DR 1. The obvious near-term opportunity is going after @ZoomInfo $ZI 2. More interestingly, this really sets up a longer-term fight with @LinkedIn Sales Navigator (owned by $MSFT) First, let's talk... [image]
2023-11-02 View on X
TechCrunch

CRM platform HubSpot plans to acquire B2B data provider Clearbit, which has 400K+ users and 1,500+ business customers, and was valued at $250M in January 2019

over the years, I'm thrilled about this announcement and what it'll mean for HubSpot customers. Mollie Schane : This HUGE and exciting news.  I already loved using Hubspot and this...

2023-10-13
Kleiner Perkins just made some money with @loom's $975M acquisition by @Atlassian Who else? Everyone who invested in the Series B or earlier won in this deal That includes: * Kleiner Perkins (Series A investor) * Sequoia Capital (Series B) * Point Nine Capital (Seed) *... [image]
2023-10-13 View on X
Reuters

Atlassian plans to acquire video messaging platform Loom for ~$975M, split as ~$880M in cash and the rest in stock, set to close in Q1 2024; Loom has 25M+ users

Loom changed the game with tapping the PLG market.  Now, with atlassian all enterprise doors could open as well.  [embedded post] @manpageman.bsky.social : Pivot!  To!  Video! [emb...

2023-10-03
The real winner in the Flexport kerfuffle is Nelly $150k?!! For Nelly?!! Dude has maybe 3 songs people know the lyrics of And that estimate might be high by 2 [image]
2023-10-03 View on X
CNBC

Documents and sources undermine Flexport founder Ryan Petersen's claims that CEO Dave Clark overspent, overhired, and overpromised before being forced to resign

Peterson decides to return as CEO, unceremoniously ousts Clark, rescinds offers to a bunch of new hires then blames Clark for overhiring. … Jenn Schiffer / @jenn@pixel.kitchen : a ...

2023-09-30
1 area of generative AI facing headwinds is... ...the text generation & editing space Earlier this week Jasper, valued at $1.5B, replaced its CEO And earlier this year, Grammarly, valued at $13B, also named a new CEO There are lots of highly valued companies in this space as... [image]
2023-09-30 View on X
The Information

Sources: Jasper, which offers an AI writing tool for marketers, cut its $140M ARR projections for 2023 by 30%+ and its internal valuation by 20% from $1.5B

Jasper AI, an early darling of the generative artificial intelligence boom, has cut the internal value of its common shares 20% …

2023-09-11
Some other data on Instacart vs comps - valuations - valuation per employee - revenue per employee - revenue multiple by company Taken directly from the “On-demand grocery delivery” report on @CBinsights https://app.cbinsights.com/... [image]
2023-09-11 View on X
Reuters

Filing: Instacart aims to raise up to $616M in its IPO at an up to $7.73B valuation and prices shares at $26 to $28; the listing is expected later this month

Instacart is aiming for a valuation of up to $7.73 billion, the grocery delivery company said on Monday, in its march toward …

The WSJ reports that @Instacart IPO would value the company at $8.6B to $9.3B This would be just north of their valuation at their Series F in November 2018 At $9.3B, it would be 76% below it's March 2021 peak valuation of $39B https://app.cbinsights.com/... [image]
2023-09-11 View on X
Reuters

Filing: Instacart aims to raise up to $616M in its IPO at an up to $7.73B valuation and prices shares at $26 to $28; the listing is expected later this month

Instacart is aiming for a valuation of up to $7.73 billion, the grocery delivery company said on Monday, in its march toward …

2023-03-12
yday tech investor: “I'm a fan of free markets.” today tech investor: “A bail out of SVB makes sense.”
2023-03-12 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or... https://twitter.com/... Bob Elliott / @bobeunlimited : Fed/FDIC decisions on SVB determine whether they r...

2023-03-11
yday tech investor: “I'm a fan of free markets.” today tech investor: “A bail out of SVB makes sense.”
2023-03-11 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

Programming note: Money Stuff was supposed to be off today, but: bank run!  —  SVB

2023-03-10
SVB should issue a press release about how they're using chatGPT
2023-03-10 View on X
Financial Times

Silicon Valley Bank launches a $2.25B share sale after losing ~$1.8B on its ~$21B of US Treasuries and mortgage-backed securities

Technology-focused lender suffered loss on $21bn portfolio of Treasuries and mortgage-backed securities  —  Silicon Valley Bank has launched a $2.25bn share sale …

2022-11-14
19/ If the startup you work at is headquartered in a Caribbean tax haven,🚩🚩🚩 🚩🚩🚩🚩 The Bahamas. The British Virgin Islands. Dominica. Nevis. Anguilla. Costa Rica. Belize. Barbados. https://www.investopedia.com/ ... https://twitter.com/...
2022-11-14 View on X
CoinDesk

The Securities Commission of The Bahamas says it didn't order FTX to reopen withdrawals for Bahamas-based customers, refuting FTX's statement

Nikhilesh De / CoinDesk :

2022-11-13
19/ If the startup you work at is headquartered in a Caribbean tax haven,🚩🚩🚩 🚩🚩🚩🚩 The Bahamas. The British Virgin Islands. Dominica. Nevis. Anguilla. Costa Rica. Belize. Barbados. https://www.investopedia.com/ ... https://twitter.com/...
2022-11-13 View on X
CoinDesk

FTX claims the company was hacked, telling users to delete FTX apps, not install app updates, and not to visit FTX.com, after $600M+ in crypto left its wallets

trustless, permissionless, uncensorable crypto—is the only path forward for the future. This week, we grieved. Next week, we build. @cz_binance : What a sh!t show... And it's going...

19/ If the startup you work at is headquartered in a Caribbean tax haven,🚩🚩🚩 🚩🚩🚩🚩 The Bahamas. The British Virgin Islands. Dominica. Nevis. Anguilla. Costa Rica. Belize. Barbados. https://www.investopedia.com/ ... https://twitter.com/...
2022-11-13 View on X
CoinDesk

The Securities Commission of The Bahamas says it didn't order FTX to reopen withdrawals for Bahamas-based customers, refuting FTX's statement

FTX said last week it had allowed Bahamas-based customers to withdraw funds at its regulators' request.  —  Crypto exchange FTX was not required …