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Aileen Lee

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Rapid Response2025-11-1127 minMasters of Scale2025-11-1127 minSchwestern in Zion2025-07-2227 minStrictlyVC Download2025-07-2234 minStrictlyVC Download2025-03-1135 minYou Keep Me Sane2025-01-2229 minGood Night Stories for Rebel Girls2024-11-0514 minSkippy and Doogles Talk Investing2024-10-1425 minHow Did They Do It? Real Estate2024-10-0126 minTrue Crime Horror Story Podcast2024-04-291h 01Seriemorderpodden2024-03-1823 minHot Off The Wire2024-03-1517 minHot Off The Wire2024-03-1415 min屠龙之术
屠龙之术Vol.17 还有人关心独角兽吗?---对谈IT桔子内容总监刘晓庆【写在前面】上周两会,全国政协委员、上海交通大学中国发展研究院执行院长陆铭提出了一个观点:中国新增独角兽数量锐减,建议慎重出台收缩性政策其实独角兽这个名词第一次被一级市场所接受,是在10年前;当年Cowboy Ventures创始人 Aileen Lee在TC上撰文分析那些十亿美金估值的初创公司,并给了TA们一个统一的名字:Unicorn。而过去的10年可能也是整个VC行业超级辉煌的10年发展期……巧合的是今天我很喜欢的36氪旗下专注做VC报道的暗涌两周年;他们发了一遍类似总结的文章,而文章的标题是:再见,创投这十年在2024年的当下, 独角兽这个关键词还重要么? 谁还在关心这个事情? 数量能代表什么?国内专注做一级市场数据分析的第三方数据机构IT桔子近几年每年都会出独角兽的相关榜单,在2023年的榜单出之前,IT桔子的内容总监Judy找我聊过一次。当时她把从他们系统拉出来的300多家独角兽list发我看,让我把把关,看看这些公司当下的状态;所以就着上面那位政协委员的提议,以及独角兽名词发明者和暗涌的10年回忆,我找Judy又聊了下独角兽这个话题。我们聊天中涉及了多个报告和文章,我会把这些内容一并放在参考文章中,有兴趣的朋友自取。(需要加粉丝群的可以加微信 rosicky311)【时间线】00:24 政协委员的建议01:10 嘉宾介绍---IT桔子 Judy(刘晓庆)02:45 为什么请Judy来聊这个话题03:52 IT桔子的独角兽数据榜单07:05 今年独角兽List上我的分类07:57 美国2023年一级市场融资down round比例激增09:11 独角兽的概念是哪来的?09:30 独角兽名词发明者Aileen Lee十年之后再写独角兽09:57 报告中的核心观点12:13 IT桔子的独角兽退榜企业榜单与死亡企业榜单14:26 2023年中国独角兽新增情况15:00 过去几年的趋势情况17:21 谁在关注这个独角兽的榜单?21:24 23年IT桔子年度大报告趋势25:49 开宗明义的“大衰退”27:30 “几乎所有赛道负增长”31:13 因为全球大放水导致的子弹绝对充沛31:28 风口从爆发到结束的周期急速缩短31:59 头部基金瞬间把头部项目顶到所有人放弃幻想33:52 朱啸虎老师曾经可是“独角兽捕手”34:38 独角兽上市之后的“祛魅”36:00 国资大行其道下,新兴独角兽的“梯云纵”37:35 “科学家”们该怎么给估值?38:31 未来还有人会关注独角兽这个事情么?【参考文章】IT桔子独角兽专题页我关于此次政协委员建议的知乎回答IT桔子《2023年中国新经济独角兽企业》系列榜单市场重塑进行时 —— IT 桔子《 2023-2024 年中国新经济创业投资分析报告》Welcome Back to the Unicorn Club, 10 Years LaterAileen Lee 54页PPT朱啸虎讲了一个中国现实主义AIGC故事【播客简介】屠龙之术是一档关注科技、互联网、风险投资的播客,主播庄明浩是一个游走在互联网和风险投资行业的边缘人士。其工作多年所积累的认知似乎都成为了某种意义上的”屠龙之术“……或许某天再有新的“龙”出现的时候,就是这档播客停更之时。
2024-03-1141 minSilicon Valley Dojo2024-02-1914 minVenture Unlocked: The playbook for venture capital managers2024-01-3125 minThis Week in Startups2024-01-271h 08Pivot2024-01-231h 15Equity2024-01-1832 minHot Off The Wire2023-11-1007 min¡UY QUE HORROR! A Latinx Horror Movie Podcast2023-10-231h 49SKD2023-09-0743 minSoulFully2023-08-011h 05How Did They Do It? Real Estate2023-07-2820 minThe Reboot Podcast2023-05-0558 minSchwestern in Zion2023-01-0849 minThe Lavendaire Lifestyle2022-10-301h 06Rechtsstandpunkt Podcast2022-10-1016 minThe Official SaaStr Podcast: SaaS | Founders | Investors2022-10-0723 minHow Did They Do It? Real Estate2022-10-0624 minThe Lavendaire Lifestyle2022-10-021h 01The Lavendaire Lifestyle2022-09-041h 05The Lavendaire Lifestyle2022-08-211h 00Access Essential Full Audiobooks in Romance, Modern2022-07-1405 minVideo Edge: Course Creators Guide to Video Content Creation2022-07-1218 minAccess Essential Full Audiobooks in Romance, Modern2022-06-2103 minAccess Essential Full Audiobooks in Romance, Modern2022-06-2103 minThe Lavendaire Lifestyle2022-06-1953 minCrime & Spirits: A True Crime & Cocktail Podcast2022-06-051h 11Crime & Spirits: A True Crime & Cocktail Podcast2022-05-291h 00Living InControl™2022-04-2855 minLiving InControl™2022-04-2855 minThe Awakened Feminine2022-04-2042 minThe True Crime Librarian2022-04-1954 minThe True Crime Librarian2022-04-1252 minSOUTH JERSEY HORROR2022-03-2726 minHow Did They Do It? Real Estate2022-01-1722 minHow Did They Do It? Real Estate2022-01-0423 minHow Did They Do It? Real Estate2021-12-2129 minThreefold Real Estate Investing2021-12-1432 minHow Did They Do It? Real Estate2021-10-1125 minWORKPLAY Podcast2021-10-0528 minThe Engineering Leadership Podcast2021-08-2427 minTrue Crime Drunks2021-08-0244 minUtajua Hujui2021-07-0742 minCrime & Comedy2021-05-232h 16How Did They Do It? Real Estate2021-04-1933 minOn Your Mind2021-03-0732 minSociety Complex2021-01-1121 minThe Lavendaire Lifestyle2020-11-2234 minHow Did They Do It? Real Estate2020-11-1635 minNext Legacy Perspectives2020-11-1055 minThe Lavendaire Lifestyle2020-11-0837 minLa Sala Abandonada2020-10-1858 minDNA of a MAKER with Lilliana Vazquez2020-08-0400 minThe Official SaaStr Podcast: SaaS | Founders | Investors2020-06-2519 minThe Official SaaStr Podcast: SaaS | Founders | Investors2020-06-2519 minRoll Call Podcast2020-05-221h 04Roll Call Podcast2020-05-221h 04Housewives of True Crime2020-05-041h 11The Late Night Alternative with Iain Lee Full Shows2020-03-1100 minThe Lavendaire Lifestyle2019-12-2231 minNanobytes with Chris & Lee2019-11-2350 minStanford eCorner2019-11-1342 minEntrepreneurial Thought Leaders (ETL)2019-11-1342 minEntrepreneurial Thought Leaders Video Series2019-11-1342 minVoices of Women in Venture 🌊2019-06-271h 00The Lavendaire Lifestyle2019-04-0738 minVoices of Women in Venture 🌊2019-04-0625 minThe Lavendaire Lifestyle2019-03-0347 minStudio 1.02019-01-2525 minDaily Success2018-12-1823 minThe Lavendaire Lifestyle2018-12-0938 minThe Optimal Health Show2018-11-1235 minThe Optimal Health Show2018-10-1742 minManage Smarter2018-08-2622 minThe Lavendaire Lifestyle2018-06-2428 minThe Lavendaire Lifestyle2018-06-2400 minThe Lavendaire Lifestyle2018-03-1828 minThe Lavendaire Lifestyle2017-07-1620 minY Combinator Startup Podcast2017-07-1226 minDecoder with Nilay Patel2016-10-0351 minAudiobooks in Biography & Memoir, Memoirs2015-04-1403 minAudiobooks in Biography & Memoir, Memoirs2015-03-2405 minAudiobooks in Biography & Memoir, Memoirs2014-09-2503 minListen to the Best Audiobooks in Non-Fiction, Current Affairs, Law, & Politics2014-07-2903 min