WeWork Delays IPO, Datadog Prices IPO, SoftBank and Going Big

WeWork abandons its IPO, for now, and is likely at the mercy of Softbank. Then, why Datadog is set to have a great IPO, in direct counter to WeWork and a direct rebuke to Softbank’s approach.

AB 5, Uber, and the Gig Economy; The ABC Test; What Comes Next

California has passed a new bill, AB 5, that may have a big impact on Uber, Lyft, and other similar companies, but only if it survives court and ballot challenges. The unintended consequences could be huge.

App Store Search, WeWork to Shelve IPO?, The Vision Fund Wobbles

The New York Times has a compelling expose of how Apple dominates App Store search. Then, WeWork may not IPO, although its CEO will be fine; the bigger question, though is about SoftBank’s Vision Fund.

Slack’s Earnings, Slack’s Sales Cycle, The FTC Fines YouTube

Slack’s earnings were fine, but lacked the explosive growth their valuation needed. Understanding Slack’s past and future product-market fit explains why. Then, the real problem with the FTC’s fine of YouTube is a lack of transparency.

Tech Companies and Hardware, The Cost of Low Margins

Software-differentiated hardware companies are tech companies, but be careful about low margins leading to a destructive cycle where marketing costs drown a company.