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re: DJ LeMahieu killing it in Denver!

Posted by Meep on 4/13/15 at 10:47 am to
quote:

Former LSU Tiger DJ LeMahieu has decided to hit the ball like it slept with his sister and never called her back!


BAZINGA

WOWZERS

AWESOME METAPHOR
A couple Red Herrings in the episode Weiner is just fricking with the audience:

1. Manson Family reference by Meredith in regards to Megan.

2. Syphilis reference by Megan's mother in reference to Don.

Two themes that have been major speculative plot points by fans that aren't going anywhere.
You can get a decent Weber for $100. You can beat the hell out of that thing until your kids are grilling.
quote:

PP only has the Weismann score to top Nucleus at this point. So while they are ahead in terms of compression, most VCs would look at it as David vs. Goliath, and in the tech industy, Goliath almost always wins.



Gavin has way more resources available to him for development, but that doesn't matter because he can't develop. What he does have is avenues and applications for the deployment of the product.

Right now they have a design, with no proof of concept in the market. They don't have a company. In the real world, the Googles and Microsofts of the worlds would have acquired this product out the gate rather than allow them to even entertain VC. VCs at this point wouldn't be looking to build a company, but invest and flip. The whole goal of this thing should be to get acquired. They don't even have a product at this point.

Of course, you wouldn't have a show if that was true.
quote:

One thing sort of stands out to me though...unless I am misreading what those offers mean, why is PP so seemingly undervalued? I know what Monica told Richard about why they need to take a lower investment and all that, but last season made what they did seem like basically the "next big thing" in technology, and Gavin's schpiel to his company about the data shortage makes PP's compression thing all the more important. So why are they only being valued at/offered like 5 and 10 million dollars (with 20 and 100 million total)? Seems like something that great would be worth WAY more than that.


No because they have competitors and venture capital firms are all about investment. They have no tangible product. They have possible applications for their product but no current deployment or proof of concept in the market. In your first round of investment you're looking for preferred investors that will allow you to grow the company at a natural rate. Besides, the VC firms are all about getting the biggest piece for the lowest price. Think Shark Tank.

When you take such a high valuation out the gate, this raises expectations and makes your revenue projections harder to meet in the first 12-18 months. What happens is, you run through that spend faster than expected in many cases, especially if still in development and deployment. You need to find that balance between investment to get you to the next steps, without allowing the market to dictate your expected returns.

What happens is if you don't meet the projections and burn through your runway, you need to take more investors or go out of business. This is called a "down round" and it essentially dilutes your series A investors investments, driving them out, and possibly selling their shares for pennies on the dollar. It's very hard at that point to take on new investment and you could find yourself never being able to meet that original valuation again in the market.
I'd ride Meredith to four kids and a picket fence. You know that pussy probably sweet as honey and soft like buttermilk biscuits.
quote:

WHERE ARE ALL THE DRAGONS



Probably same place as Don's furniture.
He said earlier his finances were a mess since Mcann
Come on. It'd have made it interesting. Instead we get a glimpse of the needy money hungry bitch she always was.
It's just a shame she won't get cut up by Manson and Co.
Should have gave her 100K in walking money. They were married what? Two years? She was a secretary and a mediocre actress. She wasn't going anywhere until she met Don.
Stan banged a woman who wears a tie. Such a hipster.
You people laugh at everything.
It's a shame that's the highlight 50% into this episode
I didn't expect much. Just something...with a bit more direction. And less gay.
I can't figure out what this show is supposed to be doing at this point.
Meredith is my dream woman. Hot and just dumb enough.