Introducing The A PLUS Companies: The Advantages This Year's Consumer Tech IPOs Could Have Over FANG

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Here are the advantages this year's consumer tech IPOs could have over FANG:

*If we are looking at important public tech companies younger than FANG, I would also suggest adding Square to the list, since it was founded in 2009 like Uber, Slack, and Pinterest, but happened to go public earlier.

Signs of Facebook, Google, Amazon, and Netflix's desktop web-first paradigm still leak through into product decisions and the experience. Meanwhile, you can't even hail an Uber or Lyft from the desktop web, or at least it's not readily apparent how to do so from their sites. The A PLUS companies have made the user experience of transacting much simpler, in many cases because of their mobile focus. Part of mobile is that every click is even more painful than it was on desktop, and every round trip to a company's server--where lag time on a mobile network is variable--can grind a critical transaction to a painful halt for a user.

 

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