Tuesday, October 15, 2013

Twitter IPO

As excitement grows for the upcoming Twitter IPO, the federal government shutdown and pending debt-ceiling issue looms large.

There are some in Silicon Valley who believe that the current innovation cycle, powerfully led by mobile and cloud computing, will overwhelm any public market dislocation caused by Washington D.C. ineptitude.

After all, Twitter and other high fliers, such as the rumored 2014 IPO class — including Dropbox, Palantir, Airbnb and Box — are growing fast, operating in huge markets with big and slow-moving incumbents and beginning to show business models that will generate meaningful profit.

This has been the recipe of success for LinkedIn, Splunk, Workday, ServiceNow and even Facebook, where IPO investors have done extremely well.

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