E17: Sequoia & the Hewlett Foundation on VCs NOT raising funds, Cisco's $1B AI fund, and more!

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Liquidity

Jason Calacanis

22 episodes

4 days ago

A podcast & yearly conference for LPs and GPs. Hosted by Jason Calacanis (fka The Angel Podcast & Angel Summit).

Investing

Business

RSS

All content for Liquidity is the property of Jason Calacanis and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

A podcast & yearly conference for LPs and GPs. Hosted by Jason Calacanis (fka The Angel Podcast & Angel Summit).

Investing

Business

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E17: Sequoia & the Hewlett Foundation on VCs NOT raising funds, Cisco's $1B AI fund, and more!

Liquidity

1 hour 1 minute 22 seconds

1 year ago

E17: Sequoia & the Hewlett Foundation on VCs NOT raising funds, Cisco's $1B AI fund, and more!

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!

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

Follow Konstantine:

X: https://x.com/KostaBuhler