What promosing late-stage startups or categories do you think will be the next SNOW in 3-5 years? Databricks, DoorDash, AirBnB are the next round. I’d like to nominate Scale AI, Gong, something in the security space (Synack?), something in the CI/CD space (LaunchDarkly? CircleCI?), and a few fintech companies (Bolt, Stripe, Coinbase, and Affirm). Any others? #startup #ipo
Stripe if they decide to ipo
Everyone is still sleeping on Stripe
Any public company is a millionaire maker, even Netflix :)
How about Samsara Brex and Flexport? I remember them being ranked high in the LinkedIn's top startups list last year
Samsara is way too late
Not brex
Rubrik, Coinbase, Robinhood, Doordash
Rubrik - I’m not so sure. Last I heard, Cohesity was eating away at their breakfast.
Why not..It has been the fastest growth startup so far.. doing really well
snowflake ❄ ❄ ❄
Sorry but I don’t see CI/CD software companies making their employees $MM
Why? I could see someone like Cisco or Microsoft buying one for $$$
Ci/cd is a huge enterprise problem, largely around beuracracy, but also scale. As more move toward it, that space will explode. Anyone from JPM thats used Jules can attest lol PS: not ragging on Jules, they are smart dudes, just a big problem to solve
I don’t agree with any on that list apart from perhaps Stripe and Robinhood. 5 years out, I would look at companies that may look to take advantage of the societal changes taking place as a result of covid. Remote work, remote socialization, etc are underserved spaces.
Snowflake is a sign of a tech bubble in my opinion. The numbers do not make sense on any scale whatsoever. I would be careful investing in Snowflake. I see companies taking massive short positions soon
Aviatrix
Robinhood, Bytedance
Not bytedance. They can't even go IPO on US market...
US isn’t the only market in the world, ya know 😌