五家公司提出 Form S-1:Asana、Unity、Snowflake、sumo logic、JFrog

Hacker News 上看到五家公司都準備要上市而丟出 Form S-1 的情況頗熱鬧的,申請文件可以在「ASANA, INC. (d855753ds1.htm)」、「UNITY SOFTWARE INC. (d908875ds1.htm)」、「Snowflake Inc. (snowflakes-1.htm)」、「Sumo Logic, Inc. (d821436ds1.htm)」與「JFrog Ltd. (d841831ds1.htm)」這邊翻到。

當然很多人都有類似的疑問,就是為什麼大家突然都急著要 IPO,在「Ask HN: There are 5 S-1 posts on the front page, what explains the rush?」這邊有些討論,而且也提到了一些有趣的現象,像是這五家公司到目前都是虧錢的,不過這已經是這幾年的常態了,倒是沒什麼需要大驚小怪的:

Asana lost 120m last year
Snowflake lost 350m last year
Unity lost 160m last year
Sumo Logic lost 43m last year
Jfrog lost 400k last year

Out of curiosity, is it normal for companies to IPO this far away from profitability, or is this a recent tech thing? I feel like it was a big deal when uber IPO'd so far away from profitability, now it seems standard.

有人猜測跟美國選舉有關,不過也就只有帶出來猜測...

LinkedIn 把 SlideShare 賣給 Scribd 了

收到 SlideShare 的信件,提到了 Scribd 接手的事情:「Digital library leader Scribd has acquired SlideShare」,另外 Scribd 這邊也有新聞稿:「Welcome SlideShare to the Scribd community」。

信裡面提到會在九月 24 日生效:

Scribd will begin operating the SlideShare business on September 24, 2020.

另外在 TechCrunch 這邊也有報導「Scribd acquires presentation-sharing service SlideShare from LinkedIn」,看起來目前還沒有小道消息知道轉手的價錢:

SlideShare has a new owner, with LinkedIn selling the presentation-sharing service to Scribd for an undisclosed price.

ICANN 否決 .org 與 .ngo 的交易

ICANN 否決了 .org.ngo 網域控制權的交易:「ICANN Board Withholds Consent for a Change of Control of the Public Interest Registry (PIR)」。

Today, the ICANN Board made the decision to reject the proposed change of control and entity conversion request that Public Interest Registry (PIR) submitted to ICANN.

事情主要是起於 PIR (Public Interest Registry) 在 2019/11/13 宣佈他們的母單位 ISOC (Internet Society) 將被 Ethos Capital 併購,而這包含了 .org.ngo 網域的資產,這也代表了由 PIR 控制的網域會從非營利單位移到營利單位下 (總共有七個網域,其中最重要的是 .org,有超過一千萬個網域在上面),於是引發許多人的關注:

On 13 November 2019, PIR announced that ISOC, its parent organization, had reached an agreement with Ethos Capital, under which Ethos Capital would acquire PIR and all of its assets from ISOC. Under the agreement, PIR would also be converted from a Pennsylvania not-for-profit corporation to a for-profit Pennsylvania limited liability company. ISOC created and agreed to the transaction details that are under review.

而在隔天 2019/11/14,PIR 依照規定向 ICANN 送出「Notice of Indirect Change of Control and Entity Conversion」申請,依照規定,ICANN 需要在 2020/05/04 前批准或是否決,也就是這幾天就要做出決定。

而 ICANN 昨天宣佈了否決這項提案,暫時搞定了這件事情... 接下來看 Ethos Capital 會不會有什麼反擊 (上訴或是上法院)。

Lambda 被放進 Savings Plans 了

前幾天才在 Ptt 上回了一些對 Lambda 與 Serverless 的想法,結果剛剛看到 Lambda 被納入 Savings Plans 裡面了:「Savings Plan Update: Save Up to 17% On Your Lambda Workloads」。

最多 17% 的折扣,看起來比其他的低不少,應該是因為 Lambda 比起 EC2 或是 Fargate 更動態的關係:

Today I am happy to be able to tell you that Compute Savings Plans now apply to the compute time consumed by your AWS Lambda functions, with savings of up to 17%.

現有的 Savings Plans 如果沒有用完的部份也會自動套用進去。先放著看看...

兩則跟 Uber 有關的消息,裁員與加州的新法...

Uber 從上市後的股價就不太好看,五月的時候以 $45 開盤,最近來到了 $33 左右,走到裁員這步不算太意外:「Uber lays off 435 people across engineering and product teams」。

以人數來算大約是 8%,有蠻大一部份是工程團段 (也不太意外):

Uber has laid off 435 employees across its product and engineering teams, the company announced today. Combined, the layoffs represent about 8% of the organization, with 170 people leaving the product team and 265 people leaving the engineering team.

另外一個相關的消息是加州通過法律,補上漏洞,對於這種以「合約關係」而認為不是員工的行為加以約束,認定這其實就是聘顧關係,所以相關的資方義務都必須被履行:「California Bill Makes App-Based Companies Treat Workers as Employees」。

法律上的官方文件可以參考「AB-5 Worker status: employees and independent contractors.」這邊,先用翻譯快速看了一下... 可以看出來勞方市場的行業被放進排除條款,因為這些領域勞方有比較強勢的談判籌碼,應該讓市場決定規則。而對於資方強勢的行業則是朝著保護勞工的條款而設計。

現在已經有感覺共享經濟的神話開始不斷的被戳破...

Cloudflare 遞出 S-1

Cloudflare 遞出 Form S-1:「S-1」。TechCrunch 有些整理:「Cloudflare files for initial public offering」。

一樣是燒錢狀態上市,不過相較於其他家燒的速度算是慢的,但成長速度很驚人:

As far as money goes, Cloudflare is — like other early-stage technology companies — losing money. But it’s not losing that much money, and its growth is impressive.

預定在 NYSE 上使用代碼「NET」:

The company will trade on the New York Stock Exchange under the ticker symbol “NET.”

不知道為什麼有種泡沫感...

Amazon 需要對賣出去的產品造成的傷害負責

前幾天還蠻引人注目的案件,Amazon 被判決要對平台商家透過 Amazon 平台賣出去的產品負責:「Federal appeals court says Amazon is liable for third-party sellers' products」。

這個案例裡面是消費者透過 Amazon 的平台,向上架的商家購買 hoverboard (懸浮滑板?),結果把消費者家給搞爆了:

Last year, a judge in Tennessee ruled the company was not liable for damages caused by a defective hoverboard that exploded, burning down a family's house.

目前最新的判決中指出,Amazon 在合約裡面簽訂消費者必須透過 Amazon 的平台跟賣家溝通,使得賣家與消費者之間沒有直接的管道可以處理爭議,所以 Amazon 不能免責:

"Amazon fails to account for the fact that under the Agreement, third-party vendors can communicate with the customers only through Amazon," the ruling states. "This enables third-party vendors to conceal themselves from the customer, leaving customers injured by defective products with no direct recourse to the third-party vendor."

這個判決看起來會影響蠻大的,因為這些條款就是希望維持平台業者可以從中獲利,現在反過來殺傷自身... 看起來上訴是跑不掉的?等幾個月後再回來看...

Salesforce 打算買 Tableau

Saleforce 打算要買下 Tableau...

兩邊簽了協議並且都發了新聞稿出來,分別是 Salesforce 的:「Salesforce Signs Definitive Agreement to Acquire Tableau」,以及 Tableau 的:「Salesforce Signs Definitive Agreement to Acquire Tableau」。

這兩家都是掛在 NYSE 的公司,而這次的併購會直接以股票交易 (Tableau 的 1 股換 Salesforce 的 1.103 股,看起來是基於這三天股價計算):

SAN FRANCISCO, Calif. and SEATTLE, Wash. — June 10, 2019 -- Salesforce (NYSE:CRM), the global leader in CRM, and Tableau Software (NYSE: DATA), the leading analytics platform, have entered into a definitive agreement under which Salesforce will acquire Tableau in an all-stock transaction, pursuant to which each share of Tableau Class A and Class B common stock will be exchanged for 1.103 shares of Salesforce common stock, representing an enterprise value of $15.7 billion (net of cash), based on the trailing 3-day volume weighted average price of Salesforce's shares as of June 7, 2019.

Salesforce 想要買 Tableau 是個蠻意外的新聞...