Company predictions 2022, IPO Justworks, theses of startups to watch

Good year!

As is our custom, you’ll see quite a few TechCrunch + articles in the coming days that share predictions for 2022.

Upcoming topics include fintech, crypto / blockchain, and growth marketing, but yesterday reporter TechCrunch Ron Miller shared his predictions for businesses this year.

As he noted, making business forecasts is tricky: In 2021, who expected Salesforce to take over Slack for nearly $ 28 billion, or Jeff Bezos to hand over the reins of Amazon? to Andy Jassy?

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“I sure didn’t see it coming, and I bet most people didn’t see it,” Ron wrote. “The world of technology changes so quickly that it’s often difficult to keep pace.”

With “the usual caveats,” his prognoses encompass ongoing supply chain issues, the impacts of increased regulatory oversight in Europe and the United States, and his thoughts on a mergers and acquisitions market where table stakes run into the tens of billions.

Her most daring and spicier take?

Salesforce… was calm in 2021, busy closing the Slack deal. It won’t be too unrealistic to expect something in 2022. Maybe something from SaaS like Zoom, Box, or Dropbox. Maybe Benioff is finally getting Twitter, a business he desperately wanted in 2016, as Casey Newton suggested in The Platformer this week.

Thank you very much for reading,

Walter thompson
Editor-in-Chief, TechCrunch +
@yourprotagonist

Justworks targets multibillion dollar valuation in next IPO

Image credits: Nigel sussman (Opens in a new window)

Justworks, a small business-focused HR software company, today released an updated S-1A dossier, which Alex Wilhelm dissected in this morning’s edition of The Exchange.

“For those of you looking for a unique number, using just a stock count, Justworks could be worth over $ 2 billion at the top of its current range,” says Alex.

Your mother owns Web 2.0

BlockChain blocks.  Concept.  3d rendering

BlockChain blocks. Concept. 3d rendering

Image credits: BlackJack3D / Getty Images

If you add a sizzling twist to the Twitter beef, you might end up with some delicious news analysis.

Block CEO and Bitcoin fan, Jack Dorsey, recently tweeted that despite unwavering investor claims, “you don’t own ‘web3′”

In fact, “VCs and their LPs are doing it,” Dorsey wrote. “It will never escape their prompting. It is ultimately a centralized entity with a different label.”

In a sub-tweet, Chris Dixon, general partner at a16z, shared graphs showing how much financial holding companies own Web 2.0 companies like Airbnb, Meta and Block.

“But Vanguard and Fidelity don’t really own this stock,” writes Alex Wilhelm. “I know it because I know it.”

In reality, control of Web 2.0 is “fairly decentralized” as stocks are largely owned by outside investors like pension funds and index funds.

“Yes, your mom has Web 2.0. At least some of it.”

When raising funds, founders of New Zealand startups must play the “Kiwi card”

Kiwi crossing sign and Ngauruhoe volcano, Tongariro National Park, North Island, New Zealand

Kiwi crossing sign and Ngauruhoe volcano, Tongariro National Park, North Island, New Zealand

Image credits: Jami Tarris (Opens in a new window) / Getty Images

In the latest post in a series on New Zealand, Rebecca Bellan spoke to four stakeholders to learn more about how foreign investment and a fund of funds program is boosting the burgeoning startup ecosystem. development of the country:

  • Peter Beck, CEO / CTO Rocket Lab

  • Cecilia Robinson, Founder and Co-CEO, Tend Health

  • Phoebe Harrop, Director, Blackbird Ventures

  • Robbie Paul, CEO, Icehouse Ventures

“While starting on a rock at the back of the world comes with challenges, there are also many advantages,” said Paul, who advises native founders to “play the kiwi card”.

Nearly one in five New Zealanders lives abroad, and this diaspora has helped the nation forge international goodwill.

“It’s an easy start to a conversation and there’s a good chance the most interesting people overseas will have some kind of affinity or connection with New Zealand,” Paul said.

The Coming Soon: View the ROI of Threat Intelligence

Egg between bricks on green background

Egg between bricks on green background

Image credits: Vladimir godnik (Opens in a new window) / Getty Images

In the rapidly changing world of cybersecurity, being proactive can make or break businesses and brands.

But threat intelligence teams are still siled and focus primarily on getting data to security operations centers instead of communicating important information to other parts of the business.

This trend, writes Chris Jacob, global vice president of Threat Intelligence Engineers at ThreatQuotient, is forcing CISOs to justify the cost of threat intelligence teams, despite their importance in modern security.

Jacob shares three key recommendations that CISOs can implement to become more effective advocates:

3 views: Pay attention to these theses of startups in 2022

Yellow, orange and fuchsia blank notes in the shape of comic book bubbles.  Blue background.

Yellow, orange and fuchsia blank notes in the shape of comic book bubbles. Blue background.

Image credits: Javier Zayas Photography (Opens in a new window) / Getty Images

The theses of startups are malleable and subject to evolution, and as the market matures and evolves, it will be more difficult than ever to predict what will work in the years to come.

Natasha Mascarenhas, Alex Wilhelm and Anna Heim give their thoughts on the big trends they expect to see in 2022 and beyond:

  • Alex: 2022 is when open source becomes the de facto starter model.

  • Natasha: Hybrid. All.

  • Anna: A majority of SaaS companies will adopt usage-based pricing in 2022.

Why Delivery Hero acquires majority stake in Spanish delivery company Glovo

Image credits: Nigel sussman (Opens in a new window)

Mergers and acquisitions are arguably one of the best and most efficient ways to grow a business significantly, and Delivery Hero took that route last week with its deal to acquire Spanish delivery startup Glovo.

In an in-depth analysis of the deal, Alex Wilhelm explores how the Glovo acquisition is more about growing its share of the food delivery market for Delivery Hero.

“Glovo’s focus beyond restaurants has brought it in line with a very hot trend: fast commerce or q-commerce. Its rise is exemplified by companies such as Zapp and Gopuff, and Delivery Hero in took note. “

“The fact that the last page is for the two companies to decide to just team up is perhaps less of a twist ending than we thought at first glance.”

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