General Catalyst Partners — portfolio autopsies

A LINK scooter network backed by Qatar sovereign wealth and Spark Capital that shut down after years of failing to crack micromobility economics.

The Amazon brand aggregator raised $225M from General Atlantic to buy and scale FBA brands and quietly wound down when the aggregator model revealed structural unit-economic failures.

Jessica Alba's natural baby products company that created a market only to watch everyone enter it

Brazil's biggest social gaming startup was sued into irrelevance by Zynga over alleged game cloning.

Argentine-founded social gaming giant with 50M users crushed by Zynga's lawsuit and the Facebook platform collapse.

The MIT-founded scooter company that built the safest vehicle — then ran out of money

The on-demand cleaning platform that couldn't keep its cleaners — or its customers.

P2P car sharing with $300M from SoftBank. Insurance costs and maintenance ate every dollar. Filed Chapter 11 in December 2023.

The smart battery that made old smoke detectors intelligent—beaten to death by a $12 Wyze sensor.

DTC eyewear pioneer that went public at $6B — then discovered retail stores cost as much as the old retail model

Jessica Alba's 'honest' baby products brand IPO'd at $1.5B and lost 80% of its value in 18 months

The NLP-powered customer experience analytics pioneer — absorbed by Qualtrics before AI made everyone an NLP company.

The Pinterest competitor backed by Snoop Dogg and Will.i.am — outcompeted and quietly gone

The crowdsourced same-day delivery network for retailers that shut down as COVID shifted e-commerce to Amazon-scale logistics.

Millions of travel photos, zero monetization path — Expedia pulled the plug.

Raised $55M to measure video ads, then Nielsen and comScore made them irrelevant.

API monitoring pioneer undersold by Postman's freemium wave and acquired below investor expectations.

Boxee built the software that connected TVs to internet content before Roku and Apple TV did. Samsung acquired it. Then abandoned it.

Brazil's Zynga — until Zynga sued them for being too similar

Taught the internet to make decisions — eBay bought it and buried it.