E21: Recession fears, AI market shifts, and the future of tech hubs

https://is1-ssl.mzstatic.com/image/thumb/Podcasts126/v4/74/6e/24/746e24f4-aa4a-a9ae-0a56-c723e3a6f420/mza_11677509225552526527.jpg/600x600bb.jpg

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

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/40215422/40215422-1704779704510-a54b73a2eca0b.jpg

E21: Recession fears, AI market shifts, and the future of tech hubs

Liquidity

1 hour 11 minutes 23 seconds

1 year ago

E21: Recession fears, AI market shifts, and the future of tech hubs

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