VC Heidi Roizen Doesn't Think the Arm IPO Will Open the IPO Floodgates
Sep 2, 2023
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Venture capitalist Heidi Roizen discusses the startup market and her new podcast. Topics include Charter's business model, down rounds and valuations, investing in AI companies, and doubts about the arm IPO opening the floodgates for IPOs.
Heidi Roizen emphasizes the importance of strategic partnerships for startups and cautions founders to consider potential conflicts of interest.
The decline of the cable TV industry due to high costs and the rise of streaming apps raises questions about the convenience and affordability promised by technology.
Deep dives
Yahoo acquisition of Strictly VC and TechCrunch
Strictly VC has been acquired by Yahoo, and Connie Loisis has been made the general manager and editor in chief of TechCrunch. This move provides Strictly VC with more resources and allows for collaboration with TechCrunch's team. Although selling a business she started a decade ago may be bittersweet, Connie is excited about the future and hopes listeners will join her on this new journey.
Cable TV industry acknowledges decline
Charter Communications, the second-largest cable operator in the US, has shared a presentation acknowledging the decline of the cable TV industry. The industry is experiencing a 25% drop in subscribers over the past five years, and customers are leaving due to high costs. Charter's ongoing negotiation with Disney, which has led to the removal of certain channels, has further impacted its business. The disruption caused by streaming apps has fundamentally changed the cable TV model, raising questions about the convenience and affordability promised by technology.
Heidi Roizen's new podcast for entrepreneurs
Heidi Roizen, a former operator, entrepreneur, and VC, has launched a new podcast for early-stage entrepreneurs. The podcast aims to provide insights and advice on navigating entrepreneurial challenges. The episodes focus on sharing personal experiences and strategies for overcoming obstacles, encouraging a growth mindset. By offering concise, targeted advice in 10 to 15-minute episodes, the podcast hopes to provide valuable insights for busy founders while keeping the content engaging and fun.
Strategic partnerships and considerations for founders
Heidi Roizen discusses the importance of strategic partnerships and the considerations for founders when engaging with strategic investors. Strategic investors like Salesforce can bring significant resources and opportunities to startups, but it's crucial for founders to be mindful of information rights and potential conflicts of interest. While the association with a strategic investor can be beneficial, entrepreneurs should carefully evaluate the impact that such partnerships may have on their company's direction, customer base, and brand perception.
Connie & Alex talk tech news and then chat with longtime venture capitalist Heidi Roizen of Threshold Ventures about teh startup market as well as her new podcast, The Startup Solution.
Music: 1. "Inspired" by Kevin MacLeod (https://incompetech.filmmusic.io/song/3918-inspired) 2. "Blippy Trance" by Kevin MacLeod (https://incompetech.filmmusic.io/song/5759-blippy-trance) 3. "Dream Catcher" by Kevin MacLeod (https://incompetech.filmmusic.io/song/4650-dream-catcher) 4. "Pamgaea" by Kevin MacLeod (https://incompetech.filmmusic.io/song/4193-pamgaea) 5. "EDM Detection Mode" by Kevin MacLeod (https://incompetech.filmmusic.io/song/3687-edm-detection-mode)
License: https://filmmusic.io/standard-license
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