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What a decade this yr has been. Whereas prediction items at all times include a big asterisk as a result of nobody is aware of actually something about what might play out sooner or later — corresponding to massive shocks to large startup sectors — our views about 2022 have aged … apparently.
Final yr, Natasha Mascarenhas, Alex Wilhelm, and Anna Heim spotlighted three different startup theses that may define the coming 12 months. Now, we’re fact-checking how correct these predictions have been, plus what we’d change about our views. We all know. Humble.
For an mild vacation riff, we’re speaking about what occurred with the M&An area, open supply, and usage-based pricing. Let’s have some enjoyable!
Natasha: Let’s discuss acquisitions
Final yr, I predicted that M&A would evolve to incorporate a riskier sort of ambition. I cited Twitter’s hunger for a Slack competitor and Nike’s infatuation with NFT collectibles. I even reminded founders that startups must “keep disciplined even amid a cash-rich setting” as a substitute of “spinning up lukewarm local weather and web3 methods as a result of that’s what they assume their cap desk needs to listen to.” (And that tradition and know-how are exhausting to combine on the identical time).
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