Innovation with Mark Peter Davis

With another year almost in the books, we take a look back at some of the notable events and lessons learned in 2022 + discuss our predictions for 2023 and suggest ways founders can navigate the near future.

Show Links:

• Follow us on Twitter: @mpd, @interplay, @brettpalatiello, @Mikeyjrog
• Podcast Links: Website, YouTube, Twitter, LinkedIn

*DISCLAIMER*

Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this <<insert advert type, i.e., podcast>> are subject to change based on market and other conditions. The <<insert advert type>> may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the <<insert advert type>> does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The <<insert advert type>> is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.

Here’s what we cover during this week’s Partner Meeting segments:

• Open AI’s ChatGPT and what it means for tech + society
• Startup Tip of the Week: Co-Founder relationship management
• US domestic economic data 
• China’s updated Covid policy
• Russian oil price cap and whether or not it will work

Show Links:

• Follow us on Twitter: @mpd, @interplay, @brettpalatiello, @Mikeyjrog
• Podcast Links: Website, YouTube, Twitter, LinkedIn

*DISCLAIMER*

Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this <<insert advert type, i.e., podcast>> are subject to change based on market and other conditions. The <<insert advert type>> may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the <<insert advert type>> does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The <<insert advert type>> is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.

Here’s what we cover during this week’s Partner Meeting segments:

• VC deal flow has slowed, but there’s still a lot of action including an increase of insider rounds
• Apple’s in-app purchase policy and what it means for mobile blockchain adoption
• Dissecting November’s economic data
• China’s zero Covid policy protests
• Startup Tip of the Week: Community Building

Show Links:

• Follow us on Twitter: @mpd, @interplay, @brettpalatiello, @Mikeyjrog
• Links: Podcast with Lisa Barnett of Little Spoon, Gavekal Research - Covid And China’s Polical Choices, Vanguard investor pulse: Anxiety and cash needs on the rise
• Podcast Links: Website, YouTube, Twitter, LinkedIn

*DISCLAIMER*

Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this <<insert advert type, i.e., podcast>> are subject to change based on market and other conditions. The <<insert advert type>> may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the <<insert advert type>> does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The <<insert advert type>> is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.

This week’s pod ep is another Partner Meeting + guest interview combo.

Here’s what we cover during the Partner Meeting segments:

• Twitter and some thoughts on the situation
• An update on the continued FTX fallout and how classic crypto principles like Proof-of-Reserves and self custody could help us avoid similar situations in the future
• G20 summit
• Domestic midterm elections and potential ways a gridlocked gov might affect the economy
• Startup Advice of the Week: social media strategies for startups

After the Partner Meeting segments I chat with Jehan Luth, Founder & CEO Banyan. Banyan is a global infrastructure company for item-level receipt data that allows its partners to enrich transactions. This is a super interesting topic that led to some great tangents about how new tech enabled data collection will unlock a whole world of studies and possibilities.

• Follow us on Twitter: @jehan_luth, @get_banyan, @mpd
• Guest Links: Banyan
• Partner Segment References: Relief (debt app), 
• Podcast Links: Website, YouTube, Twitter, LinkedIn

*DISCLAIMER*

Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this <<insert advert type, i.e., podcast>> are subject to change based on market and other conditions. The <<insert advert type>> may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the <<insert advert type>> does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The <<insert advert type>> is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.

On this week’s Partner Meeting episode we cover the following topics:

• Recent tech layoffs and whether or not it’s an indicator for what’s to come
• CPI data that suggests inflation is slowing
• The FTX debacle and what that means for crypto
• Business Lesson: building marketplaces

Show Links:

• Podcast: The King of Marketplaces with Fabrice Grinda of FJ Labs
• Books: The Cold Start Problem: How to Start and Scale Network Effects by Andrew Chen

*DISCLAIMER*

Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this podcast/vodcast are subject to change based on market and other conditions. The podcast/vodcast may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the podcast/vodcast does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The podcast/vodcast is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.

On this week’s pod ep we’re combining our traditional guest interview style with the new partner meeting format. We start with the partner meeting and then I chat with a guest.

Here’s what we cover during the partner meeting segments:

• The connective tissue between the amount of capital a startup raises and future valuations
• New domestic data that is actually good news, rather than good news masking bad news
• Reddit NFTs, how it brought 3+ millions users to blockchain and how it’s an example of how web2.5 will play an integral role in onboarding new users
• Startup Advice of the Week: Pricing strategies

After the partner meeting segments I chat with Alon Talmor of Ask-AI to discuss how his business is using AI to create a Google answers solution for enterprises. Ask-AI is based out of Israel, so we also chat about the current tech scene and startup trends in that area. It’s a great conversation. Enjoy.

• Follow us on Twitter: @AlonTalmor, @mpd
• Guest Links: Ask-AI
• Podcast Links: Website, YouTube, Twitter, LinkedIn

*DISCLAIMER*

Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this <<insert advert type, i.e., podcast>> are subject to change based on market and other conditions. The <<insert advert type>> may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the <<insert advert type>> does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The <<insert advert type>> is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.

On this week’s guest episode I chat with Tensie Whelan, a Clinical Professor of Business and Society and the Director of NYU Stern Center for Sustainable Business.

Many people think that sustainability and profits don’t align, but Tensie takes us through how they can by connecting the financial sustainability of a business to the social and environmental sustainability of a business's core focus. She believes companies should make money by doing better.

She also runs through the flaws of the broader ESG framework, suggesting ways to improve it.

Before she built the Center for Sustainable Business at NYU Stern, Tensie ran the Rainforest Alliance - a multinational non-profit designed to help conserve rainforests. We dive into that issue and touch on ways to tackle it as well

These are some fascinating and important topics that I think every entrepreneur should think about. I hope you enjoy it.

Show Links:

Show Links:

• Follow us on Twitter: @TensieWhelan, @NYUSternCSB, @mpd
• Guest Links: NYU Stern Center for Sustainable Business, Rainforest Alliance, 
• Articles by Tensie:
• ESG Reports Aren't a Replacement for Real Sustainability
• How to Talk to Your CFO About Sustainability
• Sustainable Market Share Index from NYU Stern Center for Sustainable Business 
• Podcast Links: Website, YouTube, Twitter, LinkedIn

On this week’s Partner Meeting episode we cover the following topics:

• What founders should do when deals aren’t getting done
• Q3 earnings start to roll in
• China’s 20th National Congress and what it means for the global economy
• OFAC sanctions in crypto
• Business Lesson: should you have a co-founder?

*DISCLAIMER*

Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this podcast/vodcast are subject to change based on market and other conditions. The podcast/vodcast may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the podcast/vodcast does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The podcast/vodcast is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.

On this week’s guest episode, I sit down with Mike Packer, Partner at QED Investors.

QED is one of the big dogs in FinTech investing. They have roughly $5B of AUM and the firm was founded by one of the founders of Capital One.

We obviously get into all things FinTech, but we also dive into the Latin American market, where Mike happens to focus.

If you’re interested in either fintech or LATAM, or the intersection of the two this pod is for you. Enjoy.

Show Links:

• Follow us on Twitter: @mikepacker_qed, @QEDInvestors, @mpd
• Guest Links: QED Investors Website
• Podcast Links: Website, YouTube, Twitter, LinkedIn

On this week’s Partner Meeting episode we cover the following topics:

• Jobs report
• Economic historical norms
• The war in Ukraine
• Blockchain interoperability and Cosmos
• Work-life integration
• The importance of customer insights and how to use that data to help inform the direction of your business

*DISCLAIMER*

Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this podcast/vodcast are subject to change based on market and other conditions. The podcast/vodcast may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the podcast/vodcast does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The podcast/vodcast is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.