The latest news and information about startups and innovations from the mobile world.
We are seeing a flood of high growth enterprise tech companies filing for IPO these past few weeks. My partner Chris did a really throughout analysis on all the S-1 filings for Snowflake, Asana, Unity, SumoLogic, and JFrog.
A few takeaways:
Average number of years to IPO: 11 years
Range of number of customers: 2K customers (SomoLogic) - 1.5M customers (Unity)
Range of YoY growth rate: 42% (Unity) -132% (Snowflake)
Range of Gross Margin: 62% (Snowflake) - 86% (Asana)
Range of Revenue: $138M (JFrog) - $700M (Unity)
For early-stage investment, we often see many small checks into many companies. The real winners of these IPOs are the investors with 20%+ ownership through IPO. These phenomenal firms include — Sequoia, Greylock, and Sutter Hill Ventures.
The Commerce Department issued regulations Friday to bar U.S. companies from providing downloads or updates for the TikTok and WeChat apps after 11:59 p.m. Sunday. Companies will also be banned from providing data-hosting services for WeChat at that time.
“Each collects vast swaths of data from users, including network activity, location data, and browsing and search histories,” the Commerce Department said. “Each is an active participant in China’s civil-military fusion and is subject to mandatory cooperation with the intelligence services” of the Chinese Communist Party.
The video app is also looking for a new chief executive and has talked to candidates including a founder of Instagram.
TikTok would also go public on an American stock market in about a year if the deal went through, the person said. While that plan is not a formal part of the proposal being vetted by the government, it is something the Trump administration is aware of, the person said.
The deal still requires approval from Mr. Trump. As of early Thursday afternoon, the president had not been briefed on it. One person familiar with the deliberations said the meeting had not been scheduled but would happen “soon.”
Nvidia is not setting out to be a partner, someone that gets along with everyone in exchange for a couple of pennies in licensing fees. Quite the opposite: Huang wants to own it all.
In this vision Nvidia’s IP is the CUDA to its graphics chips — the complement to its grander ambitions. Huang has his sights set firmly on Intel, but while Intel has leveraged its integration of design and manufacturing, Nvidia is going to leverage its integration of chip design and software. Huang’s argument is that it is the lack of software — a platform, as opposed to simply a chip or a core — that is limiting ARM in the data center, and that Nvidia intends to build that software.
Stalkerware is a term used to describe apps that track a user’s movements, snoop on calls and messages, and record other apps’ activity.
Stalkerware, also known as spouseware, is usually advertised to users as a way to discover cheating partners, track children while outside their homes, and as a way to keep an eye on employees at work.
The primary feature of all stalkerware apps, regardless if they’re intended to be used on smartphones or laptops, is that these apps can be installed and run without the device owner’s knowledge, operating in the operating system’s background.
The U.S. chip industry said as much as $50 billion in federal incentives will be needed to halt a decades-long trend of manufacturing moving overseas as China spends heavily to become a leading semiconductor producer.The federal government needs to deploy $20 billion to $50 billion to make the U.S. as attractive a location for plants as Taiwan, China, South Korea, Singapore, Israel and parts of Europe, the Semiconductor Industry Association said in a study released Wednesday. Failure to do that
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