Todays show: David Weisburd hosts Elad Gil, David York, and Jason Calacanis to discuss recession fears, new investment trends, geographic and talent concentration in the startup sector, and more! (0:00) David Weisburd intros Elad Gil, David York, and Jason Calacanis (0:31) Recession fears and their effects on Silicon Valley and startups (3:47) Economic news impact on AI and SaaS ecosystem slowdown (7:00) Macro factors affecting startups and advice for founders (11:04) Excess funding options and the role of financial sponsors (17:40) Zero-based budgeting at Twitter and early-stage investment strategies (20:30) Rise of AI programs and the competitive advantage of tech ecosystems (23:29) Startup culture analogies and the impact of content creation (27:19) Running accelerator programs and AI's impact on tech stacks (32:40) FTC ruling on non-competes, liquidity challenges, and private market trends (40:11) Tax implications, capital costs, and synthetic stock in private companies (46:07) Delaware section 220 requests and secondary market evolution (49:19) AI talent, unicorn distribution, and local talent pool impacts (56:24) Company relocations, workforce distribution, and over-hiring issues (1:00:20) Return to office movement and the future of remote work dynamics (1:07:23) Building in-person culture and the importance for AI startups (1:09:59) Essentialism in venture firms and focusing on winners Mentioned on the show: https://www.reuters.com/markets/us/futures-slide-amazon-intel-forecasts-disappoint-jobs-data-awaited-2024-08-02 https://www.boringbusinessnerd.com/post/top-startup-accelerators Follow Elad: X: https://x.com/eladgil LinkedIn: https://www.linkedin.com/in/eladgil Check out: https://eladgil.com Follow David York: LinkedIn: https://www.linkedin.com/in/david-york-2407295 Check out: https://ttcp.com Follow David Weisburd: X: https://twitter.com/DWeisburd LinkedIn: https://www.linkedin.com/in/dweisburd Check out: https://10xcapital.com Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Listen on: Apple Podcasts: https://podcasts.apple.com/us/podcast/liquidity/id1729433064 Spotify: https://open.spotify.com/show/2T64PheDtaMDmFH9pS3GgK Follow on X: https://x.com/liquiditypod
Todays show: David Weisburd hosts Dana Johns, Tom Loverro, and Jason Calacanis to discuss secondaries (00:50), VC leverage against startups (19:41), venture capital strategies (25:31), cybersecurity investments (33:07), and more! Timestamps: (0:00) David Weisburd intros Dana Johns, Tom Loverro, and Jason Calacanis (0:50) Secondary pricing signaling a potential VC recovery (8:06) Timeframes, returns for secondary funds, and founders' secondary sales (12:32) Increasing liquidity in private markets (19:41) VC leverage against startups is near an all time high (25:31) Venture capital strategies, succession planning, and valuation in the Goldilocks zone (33:07) Cybersecurity investments, IPO window, and M&A market dynamics (43:08) Lightning round on latest investments Mentioned on the show: https://pitchbook.com/news/articles/aging-vc-funds-secondary-stakes-market-limited-partner-exits https://www.secondariesinvestor.com/blackstone-plans-to-launch-biggest-secondaries-fund-yet https://news.crunchbase.com/cybersecurity/cybersecurity-funding-venture-wiz-ai-cyera Follow Dana: LinkedIn: https://www.linkedin.com/in/danasjohns Follow Tom: X: https://x.com/tomloverro LinkedIn: https://www.linkedin.com/in/tomloverro Check out: https://www.ivp.com Follow David: X: https://twitter.com/DWeisburd LinkedIn: https://www.linkedin.com/in/dweisburd Check out: https://10xcapital.com Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis
Listen on: Apple Podcasts: https://podcasts.apple.com/us/podcast/liquidity/id1729433064 Spotify: https://open.spotify.com/show/2T64PheDtaMDmFH9pS3GgK Follow on X: https://x.com/liquiditypod
Todays show:
David Weisburd hosts Jamie Rhode, Matthew Mulvey, and Jason Calacanis to discuss DPI coming to Silicon Valley (00:45), demographic data on the backgrounds of Unicorn founders (23:08),and trends for limited partners (30:54), and more!
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Timestamps:
(0:00) David Weisburd intros Jamie Rhode, Matthew Mulvey, and Jason Calacanis (2:11) DPI, recent acquisitions, and economic impacts on distributions (4:18) Consistent vintage exposure and proactive DPI management strategies (10:46) Sequoia's liquidity approach and LP needs in venture capital (15:02) The role of emerging managers and secondary markets in VC (20:23) The impact of M&A deals and the importance of partnership selection for founders (23:08) Unicorn founder demographics and underdog success (30:54) LP preferences, the challenges for emerging managers, and democratizing venture investments (45:37) The decline of first-time funds, motivations for fund creation, and innovations in fundraising (52:19) Venture portfolio management with AI and technology adoption parallels
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Mentioned on the show:
https://www.axios.com/2024/07/15/sequoia-capital-stripe
https://techcrunch.com/2024/03/27/unicorn-founders
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Follow Jamie:
LinkedIn: https://www.linkedin.com/in/jerrcfa
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Listen on: Apple Podcasts: https://podcasts.apple.com/us/podcast/liquidity/id1729433064 Spotify: https://open.spotify.com/show/2T64PheDtaMDmFH9pS3GgK * Follow on X: https://x.com/liquiditypod
Todays show:
David Weisburd hosts Logan Allin, Neil Datta, and Jason Calacanis to discuss Vinod Khosla’s views on AI (1:13), Trumps H-1B policy (11:24), incorporation to funding stage (36:09), and more!
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Timestamps:
(0:00) David Weisburd intros Logan Allin, Neil Datta, and Jason Calacanis
(1:13) Vinod Khosla's talk on AI at Collision Conference
(3:31) EU regulation, AI, and M&A's impact on portfolios
(8:36) Taxation and its impact on VC
(11:24) Trump's stance on H-1B visas and immigration policy
(19:32) Debate on AI partnerships and future implications
(28:00) Importance of retaining skilled immigrants
(36:09) Carta data on incorporation to funding stage
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Todays show:
David Weisburd hosts Konstantine Buhler, Ana Marshall, and Jason Calacanis to discuss VCs not raising new funds (1:28), Cisco's $1 billion AI fund (27:29), and more!
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Timestamps:
(0:00) David Weisburd intros Konstantine Buhler, Ana Marshall, and Jason Calacanis
(1:28) VCs not raising new funds, market impact, and the current state of venture capital
(3:56) Challenges for new fund managers, power laws, and investment strategies
(9:02) Capital deployment, returns, and portfolio assessment
(14:28) Emerging managers and market trends
(26:57) Cisco's $1 billion AI fund
(32:09) AI applications and business models
(44:45) Investment strategies for M&A vs. IPO
(47:38) Lightning round on latest investments
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LinkedIn: https://www.linkedin.com/in/konstantinebuhler
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Todays show:
David Weisburd hosts Jaime Matus, Michael Eisenberg, and Jason Calacanis to discuss AI investments and the potential washout of overfunded startups. They also touch on VC hypocrisy, and the role of geography in the VC ecosystem.
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Timestamps:
(0:00) David Weisburd intros Jaime Matus, Michael Eisenberg, and Jason Calacanis
(4:11) Pitchbook data summarizing the total amount of capital invested in AI
(18:48) Comparing AI trends with the dot-com bubble and the paradox of monetizing attention
(24:58) Veteran VCs' concerns and the importance of price discipline
(33:27) Managing a diverse portfolio and challenges in VC
(42:18) The impact of new venture firms and the changing role of VCs
(50:12) The role of geography in the VC ecosystem and the changing dynamics of startup Locations
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Check out: https://www.invariantes.com
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Check out: https://aleph.vc
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Todays show:
David Weisburd hosts Mel Williams, Delian Asparouhov, and Jason Calacanis to discuss crypto regulation, AI spending, and immigrations role in startups.
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Timestamps:
(0:00) David Weisburd intros Mel Williams, Delian Asparouhov, and Jason Calacanis
(4:15) WSJ reports that top crypto funds are back in the market
(10:07) Jason's proposal for a "sophisticated investor test" for crypto investments
(16:18) The limitations of current SEC regulations and the potential political impact of crypto regulation
(25:16) AI spend is up across the board in 2024
(37:37) GPT-4o demos and the rapid commoditization of AI technology
(52:19) Immigration and its impact on the startup ecosystem
(1:01:47) Self-censorship and the importance of a free society
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Follow Mel:
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Check Out: https://truebridgecapital.com
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Check out: https://foundersfund.com https://www.varda.com
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Todays show:
David Weisburd hosts Joshua Berkowitz, Donald Stalter and Jason Calacanis to discuss Elon Musk raising $6B for his new AI startup (4:44), PitchBook's report on Emerging Managers (16:04), SVB’s venture portfolio situation (40:16), and much more!
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Timestamps:
(0:00) David Weisburd intros Joshua Berkowitz, Donald Stalter and Jason Calacanis
(4:44) xAI raises $6B
(11:49) Sequoia leading a $6B round for AI
(16:04) PitchBook's report on Emerging Managers
(27:02) The impact of the surge of venture capital in 2021 and its implications for the ecosystem
(34:16) The impact of a positive investor attitude on founders
(40:16) The Silicon Valley Bank (SVB) venture portfolio situation
(45:39) Lightning round of last 3 investments
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Mentioned on show:
https://www.axios.com/2024/05/03/svb-venture-capital-arm
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Follow Donald:
X: https://twitter.com/donnystalter
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Todays show:
David Weisburd hosts Jeff Richards, Ryan Denehy, and Jason Calacanis to discuss down rounds in startups, changing operations in response to market shifts, and the impact of AI & remote work on job availability.
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(0:00) David Weisburd intros Jeff Richards, Ryan Denehy, and Jason Calacanis
(4:29) Discussion on down rounds and cram down rounds in VC deals
(12:16) Ryan Denehy discusses the terms of investment and the importance of good business fundamentals
(19:00) Consequences for founders who fail to navigate their firms financially and the necessity of making changes for efficiency
(26:54) The importance of deal flow in venture capital and strategies to increase it
(31:51) Discussion on the use of AI in businesses and skepticism towards
(45:56) The potential benefits of AI infrastructure for startups
(51:38) The power of AI in small businesses and its impact on the economy
(56:58) The role of remote work in shaping the global economy and the potential of offshore hiring
(01:06:01) Wrap up: Jeff's latest 3 investments and Ryan's company, https://www.electric.ai
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X: https://twitter.com/jrichlive
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Follow Ryan:
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Check out: https://www.electric.ai/
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Todays show:
David Weisburd hosts Logan Bartlett, Hunter Somerville, and Jason Calacanis to discuss the current fundraising market (1:21), the potential of secondary markets ( 44:31), Google’s huge investment in generative AI (52:19), and much more!
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Timestamps:
(0:00) David Weisburd intros Logan Bartlett, Hunter Somerville, and Jason Calacanis
(1:21) Fundraising indicators and the current environment
(5:28) Importance of governance and incentives in investment decisions
(9:44) Building trust with limited partners and pacing in venture capital
(14:12) Challenges and realities of venture capital
(18:23) The decision between being an entrepreneur and a fund manager
(21:52) Managing VC firm reputation and dealing with difficult founder situations
(26:34) Importance of getting liquidity and secondary transactions
(44:31) The potential of secondary markets and the impact of M&A on capital markets
(52:19) Google's $100 billion investment in AI and competition in the AI ecosystem
(1:03:32) The challenge of capacity in seed stage investing and the value of a strong community in portfolio management
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Follow Logan:
X: https://twitter.com/loganbartlett
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Follow Hunter:
LinkedIn: https://www.linkedin.com/in/hunter-somerville-2a24117
Check out: https://www.stepstonegroup.com/
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X: https://twitter.com/DWeisburd
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Follow Jason:
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Todays show:
David Weisburd hosts David Clark, Tomasz Tunguz, and Jason Calacanis to discuss the new YC class (1:59), startup valuations (16:44), the future of AI startups (27:02), and more!
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(0:00) David Weisburd intros David Clark, Tomasz Tunguz, and Jason Calacanis
(1:59) The latest YC class and rise of AI startups
(12:48 Analogy of LPs, GPs, and startups and key characteristics of a promising startup
(16:44) Impact of rising startup valuations and regulatory issues
(27:02) Tomasz Tunguz's journey to raising his fund and the challenges of the VC industry
(35:18) Personality types in venture capital and handling company wind downs
(43:06) VC’s moving out and the challenge of picking the right company to invest in
(53:53) Active reserves management
(1:03:34) Lightning round: Top 3 investments
Mentioned on show:
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Follow David Clark:
X: https://twitter.com/daveclark85
LinkedIn: https://www.linkedin.com/in/david-clark-6678b6b/
Check out VenCap: https://www.vencap.com/
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X: https://twitter.com/ttunguz
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Check out Theory Ventures: https://theory.ventures
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David Weisburd hosts Apurva Mehta, Jack Altman, and Jason Calacanis to discuss Sam Altman’s huge investment wins (00:32), the role of SPVs (12:10), CalPERS increasing their exposure to venture (21:25), and liquidation preferences (39:47).
Timestamps:
(0:00) David Weisburd intros Apurva Mehta, Jack Altman, and Jason Calacanis (0:32) Reddit's IPO and Sam Altman's investment success (5:52) Apurva's investment strategy and thoughts on fund size and portfolio strategy (12:10) The role of SPVs and the importance of trust in the investment ecosystem (21:25) CalPERS and pension funds increasing their exposure to venture capital and private equity (23:17) Is it a good time to invest in venture? (36:53) Fundraising and decision-making processes (39:47) Higher liquidation preferences at the later stage (49:32) Rapid fire segment on recent investments
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Mentioned on the show:
https://www.foundationhealth.com
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Follow Apurva:
X: https://twitter.com/mehtaaapurva
LinkedIn: https://www.linkedin.com/in/apurvaamehta/
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Follow Jack:
LinkedIn: https://www.linkedin.com/in/jackealtman/
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Follow David:
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Todays show:
David Weisburd hosts Dave McClure, Jordan Stein, and Jason Calacanis to discuss the evolution of fund spaces. The discuss investing in the YC ecosystem (00:28), the role of secondary funds today(30:00), and the importance of betting on outliers (55:18).
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Timestamps:
(0:00) David Weisburd intros Dave McClure, Jordan Stein, and Jason Calacanis
(00:28) Reddit's IPO adds to YC's track record of successful public listings
(10:13) Strategy of investing in YC ecosystem and the importance of entry point evaluation
(15:28) YC's demo day and opportunities for other accelerators
(28:14) Carta’s report the rise of capital call requests
(30:00) The role of secondary funds in the current macroeconomic conditions and the potential for more company shutdowns
(55:18) Betting on outliers and the decision-making process for doubling down
(1:08:49) Lightning round: Top 3 investments from each guest
(1:19:58) Discussing the upcoming https://www.liquiditypod.com/summit
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Check out:
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Follow Dave:
X: https://twitter.com/davemcclure
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Check out: https://practicalvc.com
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Follow Jordan:
LinkedIn: https://www.linkedin.com/in/jordan-stein17
Check out: https://cressetcapital.com
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Follow Jason:
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Todays show:
David Weisburd hosts Mamoon Hamid, Thomas Scriven, and Jason Calacanis to discuss India’s startup ecosystem (00:52)), Carta’s 2018 startup class data (21:38), IPOs in the tech industry (35:56), and much more!
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Timestamps:
(0:00) David Weisburd intros Mamoon Hamid, Thomas Scriven, and Jason Calacanis
(00:52) India’s startup ecosystem
(6:31) Traction and support for Indian startups
(14:52) Sovereign wealth funds and their place in the ecosystem today
(21:38) Deep dive into Carta’s 2018 startup class data, loss ratios, and investment strategies
(35:56) The future of M&A and IPOs in the tech industry
(44:29) The rise of the secondary market
(1:01:48) Rapid-fire segment on recent investments
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Mentioned on the show:
https://www.ambiencehealthcare.com
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Follow Mamoon:
X: https://twitter.com/mamoonha
LinkedIn: https://www.linkedin.com/in/mamoonha
Check out: https://www.kleinerperkins.com/
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Follow Thomas:
LinkedIn: https://www.linkedin.com/in/thomas-scriven-435281/
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Follow David:
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Follow Jason:
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Todays show:
David Weisburd hosts Erik, Guy, and Jason Calacanis to discuss Sequoia & Union Square Ventures' returns (1:15), AI's impact on startups and labor (15:05), US startups' risk tolerance (33:21), and much more!
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Timestamps:
(0:00) David Weisburd intros Erik Torenberg, Guy Perelmuter, and Jason Calacanis
(1:15) VC returns have been leaked, including returns from Sequoia Capital and Union Square Ventures
(15:05) Bearish signs for the startup employment market
(22:43) The emergence of the first one-person unicorn
(33:21) Founders & investors are now returning to San Francisco
(42:48) Rapid-fire segment on recent investments
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Mentioned on the show:
https://www.wsj.com/tech/san-francisco-ai-boom-silicon-valley-307816b2
https://www.antaresindustries.com
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Follow Erik:
X: https://twitter.com/eriktorenberg
LinkedIn: https://www.linkedin.com/in/eriktorenberg/
Check out: https://www.turpentine.co/
*
Follow Guy:
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Check out: https://www.gridscapital.com/
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Follow Jason:
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Todays show:
David Weisburd hosts Bryan Rosenblatt, Michael Downing and Jason Calacanis to discuss Reddit’s IPO (00:49), Consumer vs. Enterprise AI (14:30), and Sam Altman’s New Fund (33:49), and much more!
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Timestamps:
(0:00) David Weisburd hosts Bryan Rosenblatt, Michael Downing and Jason Calacanis
(00:49) Discussion on Reddit’s IPO and potential as an advertising business
(14:30) Consumer vs. enterprise AI
(33:49) Sam Altman’s venture capital fund and the future of the AI ecosystem
(1:00:40) Rapid fire segment on recent investments
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Mentioned on the show:
https://www.wsj.com/tech/ai/generative-ai-business-implementation-ac995975?mod=tech_lead_pos4
https://www.axios.com/2024/02/15/sam-altman-openai-startup-fund
https://www.recursiveventures.com
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Follow Bryan
X: https://twitter.com/BRosenblatt4
LinkedIn: https://www.linkedin.com/in/bryanrosenblatt
Check out: https://www.craftventures.com
*
Follow Michael
X: https://twitter.com/michaeldowning
LinkedIn: https://www.linkedin.com/in/michaeldowning
Check out: https://www.mdsv.vc
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Follow David:
X: https://twitter.com/DWeisburd
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Check out: https://10xcapital.com
*
Follow Jason:
X: https://twitter.com/jason
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
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TikTok: https://www.tiktok.com/@thisweekinstartups
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Todays show:
David Weisburd hosts Mark Suster, Samir Kaji, and Jason Calacanis to discuss the 2024 venture market (00:46), secondary sales by VCs (20:13), IPOS in 2024 (40:47), and much more!
Timestamps:
(0:00) David Weisburd hosts Mark Suster, Samir Kaji,, and Jason Calacanis
(00:46) Thoughts on IVP raising $1.3 Billion for their 18th fund and different angles on the current fundraising market
(13:32) Mark's strategy today for (DPI)
(20:13) Secondary sales by VCs and best practices when disclosing selling after hitting targets
(25:08) Thoughts on strip sales, continuation funds, and exotic secondary vehicles. When should GPs pursue that strategy?
(40:47) F-Prime's 2024 State of Fintech Report, the IPO market in 2024, and early stage fintech
(49:35) Kleiner Perkins and how a firm reboots
(57:52) The apprenticeship model in Venture Capital, and mistakes GPs make when interacting with LPs
(1:12:35) Rapid-fire segment on top recent investments
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Mentioned on the show:
https://www.theinformation.com/articles/ivps-new-fund-shows-growth-investors-are-ready-to-get-off-sidelineshttps://techcrunch.com/2024/02/03/mamoon-hamid-and-ilya-fushman-of-kleiner-perkins-more-than-80-of-pitches-now-involve-ai/
https://fprimecapital.com/blog/the-2024-state-of-fintech-report
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Follow Mark X: https://twitter.com/msuster
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Follow Samir X:https://twitter.com/Samirkaji
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Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
Todays show:
David Weisburd hosts Grady Buchanan, Victor Gutwein, and Jason Calacanis to discuss dry powder in VC, VCs rating VCs, a study on whether returns persist in venture capital, and much more!
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Timestamps:
(0:00) David Weisburd hosts Grady Buchanan, Victor Gutwein, and Jason Calacanis
(1:10) VC dry powder levels, cash management by GPs, and investment pace adjustments.
(14:22) The importance of GP selection for LPs, VC firm ratings, and the impact of relationships in the VC ecosystem
(29:33) Performing due diligence on funds and the persistence of VC Returns
(51:41) Rapid-fire segment on top recent investments
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Mentioned on the show:
https://www.rallyventures.com
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Follow Grady:
LinkedIn: https://www.linkedin.com/in/gradyb
Check out: https://nvngia.com/
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Follow Victor:
X: https://twitter.com/lalayak
LinkedIn: https://www.linkedin.com/in/victor-gutwein
Check out: https://m25vc.com
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Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
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Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Check out the Launch Accelerator: https://launchaccelerator.co
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Check out Founder University: https://www.founder.university
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Today’s show: David Weisburd hosts Elizabeth Yin, Zach Coelius, and Jason Calacanis to discuss trends in venture capital, including the growth of fund sizes, the resurgence of the Bay Area, the decrease in capital efficiency, the rise in unicorn companies but lack of liquidity, and top recent investments!
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Timestamps:
(0:00) David Weisburd hosts Elizabeth Yin, Zach Coelius, and Jason Calacanis to dive into the state of venture funds (2:32) Venture funds are growing in size despite the slow market (9:11) Exploring the performance: smaller funds vs. larger funds (25:44) Hustle Fund’s quantitative approach to evaluating startups (30:18) Is the Bay Area officially back? (40:24) Number of unicorns has increased but liquidity has decreased (46:25) The decline in capital efficiency over the past decade (52:40) Rapid-fire segment on top recent investments
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LINKS:
https://www.wsj.com/articles/pro-take-why-venture-fund-sizes-rose-despite-the-slow-market-fd4c4677
https://www.cowboy.vc/news/welcome-back-to-the-unicorn-club-10-years-later
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Follow Elizabeth
X: https://twitter.com/dunkhippo33
LinkedIn: https://www.linkedin.com/in/elizabethyin/
Check out: https://hustlefund.vc
Check out: https://letsgo.hustlefund.vc/raise-millions
Check out: Bruinhealth.com
Check out: Goafterwork.com
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Follow Zach
X: https://twitter.com/zachcoelius
LinkedIn: https://www.linkedin.com/in/zachcoelius/
Check out: https://coelius.vc/
Check out: Echomark.com
Check out: Findbugzero.com
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Follow David
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd/
Check out: https://10xcapital.com/
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Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
Check out: Podcast.ai
Check out: Zestapp.co
Check out: getriver.io
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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
Today’s show:
David Weisburd hosts Jason Shuman, Raja Doddala, and Jason Calacanis to dive into 2024 startup valuation trends, insights on how VCs can secure great deals in a competitive market, a detailed look at secondary deals, and more!
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Timestamps:
(0:00) David Weisburd hosts Jason Shuman, Raja Doddala Jason Calacanis to dive into the world of VCs, LPs and GPs (00:45) A look at the encouraging trends in startup valuations as we head into 2024 (4:13) Delving into the intricacies of current valuation methods and key aspects investors should be cautious about (8:00) Examining the balance of demand and supply in the seed funding stage of new startups (12:39) Insights on how venture capitalists can secure the most sought-after deals in today's competitive market (19:12) Discussion about M.A.N.G., a rising player in the venture capital scene (25:39) Exploring the unique and often controversial practice of round-tripping in the venture capital industry (31:40) A detailed look at Lexington's successful raising of $22.7 million in secondary investments (37:38) Benchmark for when to consider selling out of positions (43:34) Approaches to portfolio construction and follow-on investments (52:40) Observing the recent increase in mergers and acquisitions activity within the industry
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Check out Churchill Asset Management here: https://www.churchillam.com/
Check out Primary Ventures here: https://www.primary.vc/
Check out David’s other podcast here: https://www.youtube.com/channel/UCncFI0XEvTu7k4er6BgVN9g
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Follow at:
X:
https://twitter.com/JasonrShuman
https://twitter.com/rdoddala
https://twitter.com/DWeisburd
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LinkedIn:
https://www.linkedin.com/in/dweisburd
https://www.linkedin.com/in/jasoncalacanis
https://www.linkedin.com/in/rajadoddala
https://www.linkedin.com/in/jasonshuman/
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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast