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Original Content podcast: Yep, ‘Hamilton’ is still very good


Original Content podcast: Yep, ‘Hamilton’ is still very good – TechCrunch

With the release of “Hamilton” on Disney+, Jordan and Darrell finally got to watch the musical biography of Founding Father Alexander Hamilton — albeit in recorded form, rather than live on-stage.

And as we discuss on the latest episode of the Original Content podcast, they were pretty delighted by what they found. Not that a Broadway hit that’s won virtually every award really needs defenders at this point — but the Disney+ version is beautifully filmed, and it’s nice to see that five years later, “Hamilton” still works for new viewers.

Anthony, meanwhile, saw the show back in 2015 and has listened to the soundtrack many, many times. But after years of reading about “Hamilton” rather than experiencing it directly, Disney+ gave him a chance to rediscover how virtuosic and entertaining the show is from beginning to end, with one memorable song after another.

We did have a few reservations, about composer Lin-Manuel Miranda’s decision to cast himself as Hamilton, and about the show’s politics — we certainly appreciated its attempt to reclaim the founding story of the United States as a story for immigrants and people of color, but as others have pointed out, downplaying slavery and uncritically celebrating the creation of America’s financial institutions feels a bit strange, at least in 2020.

You can listen to our review in the player below, subscribe using Apple Podcasts or find us in your podcast player of choice. If you like the show, please let us know by leaving a review on Apple. You can also follow us on Twitter or send us feedback directly. (Or suggest shows and movies for us to review!)

If you’d like to skip ahead, here’s how the episode breaks down:
0:00 Introduction
0:21 “Hamilton” review
30:52 “Hamilton” spoiler discussion

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TC Early Stage on July 21 and 22 will virtually bring together 50+ experts across startup core competencies to give you the tools you’ll need to be able to keep building your business and protect your assets. 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do investors bidding up tech shares know that the rest of us don’t?”,”content”:{“rendered”:”

The biggest story to come out of the post-March stock market boom has been explosive growth in the value of technology shares. Software companies in particular have seen their fortunes recover; since March lows, public software companies’ valuations have more than doubled, according to one basket of SaaS and cloud stocks compiled by a Silicon Valley venture capital firm.n

Such gains are good news for startups of all sizes. For later-stage upstarts, software share appreciation helps provide a welcoming public market for exits. And, strong public valuations can help guide private dollars into related startups, keeping the capital flowing.n


n

The Exchange explores startups, markets and money. You can read it every morning on Extra Crunch, and now you can receive it in your inbox. Sign up for The Exchange newsletter, which drops every Friday starting July 24.n


n

For software-focused startup companies, especially those pursuing recurring revenue models like SaaS, it’s a surprisingly good time to be alive.n

""Indeed, after COVID-19 hit the United States, layoffs and rising software sales churn were key, worrying indicators coming out of startup-land. Since then, the data has turned around.n

As TechCrunch reported in June, startup layoffs have declined and software churn has recovered to the point that business and enterprise-focused SaaS companies are on the bounce.n

But instead of merely recovering to near pre-COVID levels, software stocks have continued to rise. Indeed, the Bessemer Cloud Index (EMCLOUD), which tracks SaaS firms, has set an array of all-time highs in recent weeks.n

There’s some logic to the rally. After speaking to venture capitalists over the past few weeks, notes from EQT Ventures‘ Alastair Mitchell, Sapphire’s Jai Das, and Shomik Ghosh from Boldstart Ventures paint the picture of a possibly accelerating digital transformation for some software companies, nudged forward by COVID-19 and its related impacts.n

The result of the trend may be that the total addressable market (TAM) for software itself is larger than previously anticipated. Larger TAM could mean bigger future sales for and more substantial future cash flows for some software companies. This argument helps explain part of the market’s present-day enthusiasm for public tech equities, and especially the shares of software companies.n

We won’t be able explain every point that Nasdaq has gained. But the TAM argument is worth understanding if we want to grok a good portion of the optimism that is helping drive tech valuations, both private and public.



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