Dollar Shave acquisition. Sequoia Capital teardown. When corporate innovation goes bad.
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BTW, the newsletter is really that good. You should click every single link (twice).

Sequoia Capital responds

I'm really proud to announce our first ever "annotated VC teardown."

And it features none other than legendary VC firm Sequoia Capital. In it, 4 Sequoia Partners provide commentary on top of and in addition to our data-driven analysis. It includes their thoughts on their areas of interest in healthcare, the overheated fintech sector, and other nuggets.

These are the partners who annotated the teardown.

Of note from the data
In the first half of 2016, Sequoia’s deal pace for new and follow-on deals is down nearly 21% compared the same period last year.

Also, thanks, as always, to Andrew Kovacs of Sequoia for getting their data so fresh & so clean using the CB Insights Editor.

Razor the roof

We look at the top VC-backed e-commerce M&A deals by valuation since 2009 to see where online-first subscription razor startup, Dollar Shave Club, stacks up. Ranked first on our list is Avito, a Russian-based online classified platform, purchased by Naspers. Unilever-acquired Dollar Shave Club comes in at 4th.


Product innovation is key for corporations, but it doesn’t always work to plan. We’ve gathered up 101 of the biggest product flops of all time from Google+ to bicycles by Smith & Wesson.

Cheetos lip balm featured below is still a winner in my opinion.

The Industry Standard

CB Insights data is the most trusted by those in the industry and the media. A few recent hits.

Bloomberg. Selina Wang (@Selina_y_wang) uses CB Insights data on Alibaba’s investments in her article looking inside the e-commerce giant’s strategy.

Business Insider. Matt Weinberger (@gamoid) makes the case for why Pokemon Go won’t disappear after the hype dies down, referring to CB Insights analysis of other sensations.

McKinsey & Co. Kara Sprague (@ksprague08) talks about the CB Insights Unicorn Tracker in this podcast about why late-stage startups are staying private, moderated by Simon London (@simonlon).

Have a great rest of the week. 

I love you.


P.S. Our 103,000 page Venture Pulse Report with KPMG came out last week. Did you get your copy? Summary: It was an "eh" quarter for VC-backed companies.


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Sequoia Capital teardown

Sequoia Capital is one of Silicon Valley's storied VC firms. A glimpse into their financing and exit data reveals where the firm sees opportunity. See the data.
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Dollar shave club acquisition: where does it stack up against past e-commerce M&A?

Unilever's acquisition of Dollar Shave Club would be the 4th largest e-commerce acquisition since 2009 and the largest CPG-focused deal. Read about it.
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The 101 biggest product failures of all time

From the DeLorean and New Coke to the Newton and Google Glass, here's a list of the biggest product flops from corporate giants. See the list.
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The Blurb

A curated mix of articles on private companies, venture capital, emerging industries, and innovation.

Master plan, part deux. Elon Musk (@elonmusk) shares his vision for a full range of electric vehicles (including trucks) and allowing Tesla owners to earn money by renting out their self-driving cars.

Dollar Shave Club. David Pakman (@pakman) on how Michael Dubin created a massively successful company and redefined CPG.

Disappointing investments. Robert J. Shiller (@robertjshiller) write about why land and homes tend to be disappointment investments.
New York Times

Numbers game. Caroline Fairchild (@cfair1) interviews Stacy Brown-Philpot, the new CEO of TaskRabbit who is on a mission to prove on-demand is a sustainable and scalable business model.
LinkedIn Pulse

Many small markets do not make a big market. Alex Taussig (@ataussig) says that many entrepreneurs build and optimize a product for a small market and attempt to modify it incrementally for each new (but small) adjacent market.

Marketplaces (and network effect). Jeff Jordan (@jeff_jordan) on what makes marketplace business models so attractive, especially as compared to classic e-commerce and retail.

Mobile apps. Mehul Bavishi on how mobile apps help improve business revenue.
LinkedIn Pulse

Uberization. A debate on whether this business model is good or bad for labor and the economy.
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