The Eigencast 017: Nutanix .NEXT with Sudheesh Nair
Justin talks to Sudheesh Nair, President of Nutanix, at the Nutanix .NEXT 2016 conference. Read More
Category: Finance
SFD9 Prep: Intel
Intel are investing heavily in data center tech and the Internet of Things. What will they show us at SFD9? Read More
SFD9 Prep: VMware
VMware is spending on SaaS and marketing new products, one of which is VSAN, which I don’t really like. Read More
SFD9 Prep: Violin Memory
Violin are bleeding money and having a lot of trouble shifting product. Read More
TFD10 Prep: SolarWinds
SolarWinds are going private, and need to restructure what they do. What will it look like? Read More
The Eigencast 004: Austin McChord, Founder and CEO, Datto
Justin talks to Datto Founder and CEO Austin McChord about not using public cloud, not using VC money, and not selling your company for $100 million. Read More
Tech Companies With An OPiuM Problem, Part 3
If you haven’t read them already, check out Part 1 and Part 2 in this series. We discussed the rule of thumb for investor returns of 10-20x money raised in the first post in this series. Let’s have a look at some numbers that we actually know to see if… Read More
Tech Companies with an OPiuM Problem, Part 2
If you haven’t read it already, check out Part 1 in this series. Last time we went through a quick primer on capital markets to provide the context for how tech company financing works. Now we’re going to look at what funding rounds mean and why getting a bunch of… Read More
Tech Companies With An OPiuM Problem, Part 1
My strategy professor in business school had an amusing phrase to describe companies who take on too much external funding. He said they had an “OPM” problem: Other People’s Money. The issue with taking Other People’s Money is that, usually, they want it back. With interest. It’s basically how the… Read More
VFD4 Prep: Dell
I can’t run the numbers on Dell like I did previously, because Dell has, famously, gone private again. From a purely personal perspective, I think this was absolutely the right thing to do. Why? Because Wall Street sucks. The efficient market hypothesis is bollocks. People invest for all sort of… Read More