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Ben and James discuss IPOs, including those of Stitch Fix, SendGrid, and Blue Apron, and the importance of understanding what type of company you are. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Stitch Fix and the Senate \u2014 Stratechery Ben Thompson: Why (Most) IPOs are Under-Price \u2014 Stratechery Daily Update Ben Thompson: Waze Winners and Losers \u2014 Stratechery Ben Thompson: SendGrid IPOs \u2014 Stratechery Ben Thompson: Venture Capital and the Internet\u2019s Impact \u2014 Stratechery Ben Thompson: Blue Apron Files for IPO \u2014 Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James \u2026 Continue reading Episode 132 \u2014 Successful Disappointments