BUSINESS MAVERICK ANALYSIS: Lyft and Uber listings approach ‘peak venture capital’

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BUSINESS MAVERICK ANALYSIS: Lyft and Uber listings approach ‘peak venture capital’ By Tim Cohen tim_cohen

The listing of ride-hailing giant Uber is perhaps the most anticipated initial public offering of the year. But wiser owls of the investing world are asking a different question: Does the Uber listing mark peak venture capital?

The competing nature of the two start-ups and their race to the IPO line adds a twist to the familiar story of a loss-making new-wave company arriving on the public platform, only to steadily reduce its losses and explode into huge profitability on the back of the network effect, according to which the first mover gains the lion’s share of global revenue.

The median global VC deal size for late-stage companies was around $11-million in 2017, but now mega-rounds of $100-million-plus are more common.So much so that CB Insights is considering lifting its threshold of a mega-round to $200-million or more,” says Mian. VC companies are raising ever-larger funds at an increasing pace, despite a lack of viable opportunities. Sequoia Capital, a classic Silicon Valley venture capital fund which has invested in 250 companies since 1972 including Apple, Google, Oracle and the rest, recently raised $8-billion, largest ever by a US venture firm.It’s easier to raise money than any time I’ve been in the business,” said David Rubenstein, Co-Executive Chairman of The Carlyle Group, a private equity company.

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