Cloudera and Pivotal, Box and Zuora

Four companies that are getting hammered in the stock market after releasing growth projections that missed expectations; it’s not clear that all of them will come back.

Pinterest S-1, Zoom S-1, The Enterprise-Consumer Flip-Flop

Pinterest’s S-1 shows why too much funding can be bad for startups, while Zoom’s S-1 shows the benefits the come from being great. That, by extension, is a result of the enterprise and consumer markets flip-flopping.