Termsheet by Attack Capital

Termsheet by Attack Capital is a weekly newsletter focused on Series A startups and secondary market stocks, offering in-depth analyses of technology firms, their financial models, market strategies, and underlying technologies. It explores trends across various sectors like fintech, defense, social media, logistics, compliance software, observability tools, and financial services.

Startups Venture Capital Secondary Market Stocks Financial Technologies Defense Technologies Social Media Platforms Logistics and Supply Chain Compliance Automation Cloud Technologies Data Analytics SaaS Pricing Models

The hottest Substack posts of Termsheet by Attack Capital

And their main takeaways

State of YC W24 AI Startups

13 implied HN points • 13 Mar 24
🕹 Technology AI Startups Immersive experiences Healthtech
  1. The YC W24 AI startups are innovatively integrating AI into their products, creating a powerful blend of technology and design.
  2. Companies like Taiki, Andy AI, and Retell AI are transforming industries with AI solutions - from tax document processing to clinical data scribing to voice AI assistants.
  3. These startups are addressing real-world challenges in various sectors like healthcare, legal, and software engineering, enhancing efficiency and user experiences.

Anduril - Forging the $8Bn Defense Tech Unicorn

13 implied HN points • 06 Jul 23
💼 Business Technology Defense Startups Venture Capital Innovation
  1. Anduril is a defense company focusing on autonomous systems for war monitoring with AI and computer vision.
  2. Palmer Luckey, founder of Oculus VR, started Anduril after being fired from Facebook for donating to a pro-trump organization.
  3. Anduril's product suite includes Lattice OS, Force Protection, Unmanned Aerial Systems, and Underwater Vehicles.

Reddit - The Front Page of Internet

6 implied HN points • 27 Jun 23
💼 Business Social media Startups Revenue Market Performance IPO
  1. Reddit is a social news aggregation platform where users share content and discuss various topics.
  2. Reddit was founded in 2005 and has had a unique journey, including being sold and then becoming an independent entity again.
  3. Reddit has seen significant growth in revenue, especially from its advertising business, and has experienced fluctuations in its secondary market stock price.
Get a weekly roundup of the best Substack posts, by hacker news affinity:

Flexport Shopify Join Forces - Term Sheet Digest

6 implied HN points • 23 May 23
💼 Business Logistics Investment Technology Startups Market Trends
  1. Flexport acquired Shopify's logistics business and founder Ryan Peterson stepped back from day-to-day operations.
  2. Flexport, an $8 billion logistics giant, raised $2.4 billion in funding and aims to streamline global trade with technology.
  3. Despite challenges like fluctuating stock prices and slowing growth, Flexport remains a unique and influential player in the logistics industry.

Middleware - Bringing observability up to speed

4 HN points • 04 Apr 23
🕹 Technology Observability AI Cloud Microservices Startup
  1. Founder Laduram Vishnoi's frustration with high costs of cloud observability tools led to the creation of Middleware.
  2. Middleware addresses challenges with traditional observability tools by offering a comprehensive and unified solution for cloud-native and microservices.
  3. Middleware uses AI-powered algorithms, is vendor agnostic, and correlates data from various sources to provide real-time observability and streamline issue debugging.

ThoughtSpot - Making Data Analytics as Simple as a Google Search

2 HN points • 13 Jun 23
🕹 Technology Data Analytics AI Cloud Computing Startups Artificial Intelligence
  1. ThoughtSpot aims to simplify data analytics like a Google search, providing AI-driven analytics for instant insights.
  2. Co-founded by Ajeet Singh, ThoughtSpot is valued at $4.2Bn and has raised $644 Million, backed by major VC firms.
  3. ThoughtSpot's platform allows users to easily query and analyze data, with features like live-querying, governed data models, and integrations.

Pay as You Go: The Rise of Usage-Based Pricing in SaaS

2 HN points • 25 Apr 23
💼 Business SaaS Pricing Subscription
  1. Usage-based pricing helps companies limit risks, monetize growth, and increase retention compared to traditional models.
  2. Defining users in pricing is challenging with automation and API interactions, pushing the shift to usage-based pricing.
  3. SaaS companies are transitioning to hybrid models combining subscription and usage-based pricing for better customer acceptance and business growth.