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Rolfe Winkler
5,456 posts
user avatar
Rolfe Winkler
@RolfeWinkler
Covering Apple for WSJ. rolfe dot winkler at wsj dot com. Anonymous document share via wsj.com/tips. Signal at 847-380-0751
Joined January 2009
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  • user avatar
    Rolfe Winkler
    @RolfeWinkler
    Sep 15, 2022
    What investors first paid for @figma, which @Adobe buying for ~$40.20 per share: $0.088: @dannyrimer/@IndexVentures, @semil, Jacobsen/OATV A $0.199: @johnolilly/@GreylockVC B $0.332: @mamoonha/@kleinerperkins C $1.098: @andrew__reed/@sequoia D $4.619: Peter Levine/@a16z
  • user avatar
    Rolfe Winkler
    @RolfeWinkler
    Apr 14, 2021
    What investors first paid for Coinbase, now trading at $420 per share $0.15: @Initialized / @garrytan $0.20: @usv / @fredwilson; @RibbitCapital / @nshalek, @mickymalka $1.00: @a16z / @cdixon $2.76: @dfjgrowth / @BSchuler $8.25: @IVP / @tomloverro $23: @paradigm / @matthuang
  • user avatar
    Rolfe Winkler
    @RolfeWinkler
    Mar 29, 2019
    What investors first paid for @lyft (IPO price $72, opened at $87) $0.23 per share, @floodgatefund (@annimaniac/@m2jr) $0.76, @MayfieldFund (@Rajil) $2.10, @foundersfund (@JustGLew) $4.25, @a16z (@W_ScottWeiss) $10.13, Coatue #lyftipo
  • user avatar
    Rolfe Winkler
    @RolfeWinkler
    Nov 28, 2018
    THREAD: When my in-laws created a baby registry for us on @amazon, we noticed three odd items on the registry that we/they hadn't selected...
  • user avatar
    Rolfe Winkler
    @RolfeWinkler
    Sep 21, 2021
    Scoop: Apple wants iPhones to detect depression/anxiety, cognitive decline, even autism. Fascinating implications, if it works… (1/n)
    Apple Is Working on iPhone Features to Help Detect Depression, Cognitive Decline
    WSJ News Exclusive | Apple Is Working on iPhone Features to Help Detect Depression, Cognitive...
    From wsj.com
  • user avatar
    Rolfe Winkler
    @RolfeWinkler
    Aug 21, 2018
    My story on Benchmark's epic seventh fund. Nine unicorns in that one. Over $14b in paper and cash gains, up 25x before fees. Firm could raise billions for growth funds but stays away.
    Benchmark Capital Stays Lean, Even After $14 Billion Bonanza
    Benchmark Capital Stays Lean, Even After $14 Billion Bonanza
    From wsj.com
  • user avatar
    Rolfe Winkler
    @RolfeWinkler
    Jan 22, 2019
    THREAD: I’ve covered enough startups behaving badly to know @Glassdoor reviews can be an early warning sign. And after many sources said their company pushed for positives to offset negatives, I wondered: Are companies widely trying to game it?
  • user avatar
    Rolfe Winkler
    @RolfeWinkler
    Dec 10, 2020
    What investors first paid for Airbnb (priced at $68, trading at $147) $0.01, @sequoia / Greg McAdoo $0.21, @GreylockVC/@reidhoffman $3.31, @a16z/@jeff_jordan $5.90, @foundersfund/@peterthiel Sources: Pitchbook/S-1
  • user avatar
    Rolfe Winkler
    @RolfeWinkler
    May 10, 2019
    What investors first paid for @Uber (IPO at $45, opened at $42) $0.009, @firstround/@robhayes, @lowercase/@sacca $.09, @benchmark/@bgurley $0.35, @menloventures/@shervin, @GoldmanSachs/Gary Cohn $4.45, @GVteam/@kraneland $15.51, @fidelity/@blackrock/Wellington #UberIPO
  • user avatar
    Rolfe Winkler
    @RolfeWinkler
    Jun 20, 2019
    What venture firms first paid for Slack shares (IPO price $26, now trading at $40.75) $0.04 @Accel / @agbraccia $0.10 @a16z / @johnofa, @pmarca $0.66 @socialcapital / @mamoonha $2.55 @kleinerperkins / @johndoerr, @atkurland ; @GVteam/@mgsiegler, @davemuni
  • user avatar
    Rolfe Winkler
    @RolfeWinkler
    Jan 18, 2021
    Letter to WSJ editor
  • user avatar
    Rolfe Winkler
    @RolfeWinkler
    Jun 28, 2017
    Blue Apron IPOs at $10. VC entry prices: @BessemerVP/@gardencove $0.065 @firstround/@phineasb $0.082 @StripesGroup $3.33 @Fidelity $13.33
  • user avatar
    Rolfe Winkler
    @RolfeWinkler
    Nov 28, 2018
    Replying to @RolfeWinkler
    6) Responding to our requests @Amazon spox said they're "constantly experimenting" and these ads being phased out. Declined to answer why they would have sold ad units this quarter that are being phased out.
    New Parents Complain Amazon Baby-Registry Ads Are Deceptive
    New Parents Complain Amazon Baby-Registry Ads Are Deceptive
    From wsj.com
  • user avatar
    Rolfe Winkler
    @RolfeWinkler
    Nov 28, 2018
    Replying to @RolfeWinkler
    5) @laurastevens discovered @amazon was selling 3 "native" "auto-populate" baby registry ads per quarter for $500k each. They'd been running at least since last fall. @Target/@buybuyBABY/@Walmart don't insert native ads in their registries we found.