It will be interesting to see companies like Airbnb and Uber go public after taking on private funding rounds much later in the business cycle than Wall Street analysts are used to. A lot of the hockey stick growth that analysts will expect out of these companies will have already happened. I wonder if analysts will revise down their expectations of growth for these companies, or they will come crashing down like ETSY.

If so, definitely doesn't seem like an opportune time to work at any of these mega valuation "startups."

I agree. And if they are further down their growth curves then they need to be further along the road to normalised profitability. Otherwise they too will get smashed in public markets.

My view is if the startup has stopped doubling year on year then it's no longer opportune..

> Rob Kalin, the visionary who made his own underwear

I'm hoping this was intended to be snarky.

More humorous than snarky..

coherent and insightful analysis

Thanks!