Sarah Kuranda

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Subscriber since 2017
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Nvidia is No. 1. Should It Be?
Posted byAmir Efrati
The Information
I'm curious what people here think about Nvidia becoming the world's most valuable company by market cap. AI computing is real, the data center and power investments the top tech giants are making for AI computing are real, but is there a problematic gap between those hundreds of billions of dollars in investments and the revenue (or big savings) being generated fr...
#ai#nvidia
10Comments
Adobe-Figma: what gives?
Posted byAmir Efrati
The Information
I'm all out of superlatives to describe the incredible $20B price tag for Figma. Do any Figma and/or Adobe users think this is a wise deal at 50/60+ ARR?
#adobe#figma#m&a
3Comments
American VCs & LPs making bank in China -- OK or not OK?
Posted byAmir Efrati
The Information
I wanted to give some context for our exclusive report about Sequoia Capital's China arm having (very quietly) employed the daughter of one of the most powerful political bureaucrats in China. There's a growing U.S. political movement to stop some cross-border investments and commerce involving China, given the shared geopolitical animosity between the two. It's...
#apple#china#sequoia capital
5Comments
DataRobot CEO Resigns After Furor Over Undisclosed Secondary Stock Sale. Will the Practice Change?
Posted byAmir Efrati
The Information
The debate about secondary stock sales doesn't seem to be peaking, given how many founders and non-founders (in DataRobot's case, short-tenured execs) cashed out quietly last year when valuations were generous. What other shoes will drop? Who else in tech startup land cashed out didn't let long-tenured employees do the same?
4Comments