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The Interchange: Stripe takes a swing at Plaid

TechCrunch

Well, this past week, the company came out with an indirect response to the latter in the form of a blog post written by its CEO Maju Kuruvilla. In other words, incumbents in some cases need fintechs even as they compete with them. million in a round led by Firebrand Ventures. You can read all about it here.

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Quickly Unpacking Microsoft’s Acquisition Of GitHub

Haystack

Not yet profitable but invaluable to developers worldwide, the decade-old company bootstrapped, differentiated from formidable competitors GitLab and Atlassian’s BitBucket, weathered leadership upheavals, and eventually ingested lots of venture capital which helped them weather the challenges they faced. Many tried and couldn’t get in.

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Quickly Unpacking SAP’s $8B Acquisition Of Qualtrics

Haystack

There are plenty of well-deserved articles by Axios and Forbes and tweets of praise for Qualtrics (must read Utah-based VC Bryce Roberts’ storm here ), which you can and should read. Of course, SAP or others could’ve made a run at Qualtrics earlier, and who knows – maybe folks had tried and failed.

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Revolution co-founder talks Living Social, ZipCar, Steve Case & GroupOn Super Bowl Ads

Both Sides of the Table

The venture capital industry is so heavily skewed to Northern California, which the remains spilled over Boston, New York & Southern California. So it was wonderful to hear from a leading venture capital firm based in Washington DC. I run Revolution’s VC investments. Revolution, what is it?

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Investing Outside The Bay Area

Haystack

From an investment point of view, managing and deploying capital in the same physical area makes sense, where investors can work with young companies and help them with a variety of things. I have been reading Fred’s blog AVC for about a decade now. Over the past two years, however, I’ve felt that something is out of balance.

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