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:

https://motherduck.com

https://arbitrum.io

https://www.omni.co

https://www.podengine.ai

https://www.getrecall.ai

https://newcomergames.com

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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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Follow Tomasz Tunguz:

X: https://twitter.com/ttunguz

LinkedIn: https://www.linkedin.com/in/tomasztunguz

Check out Theory Ventures: https://theory.ventures

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Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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

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Mentioned on the show:

https://www.retellai.com

https://www.heygen.com

https://www.owner.com

https://www.foundationhealth.com

https://peregrine.io

https://www.marvl.io

https://getprops.ai

https://www.arkitask.ai

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Follow Apurva:

X: https://twitter.com/mehtaaapurva

LinkedIn: https://www.linkedin.com/in/apurvaamehta/

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Follow Jack:

X: https://twitter.com/jaltma

LinkedIn: https://www.linkedin.com/in/jackealtman/

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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

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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:

https://mercury.com

https://www.gropyus.com

https://recargapay.com.br

https://www.ridemotive.com

https://testrigor.com

https://www.krepling.com

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Follow Dave:

X: https://twitter.com/davemcclure

LinkedIn: https://www.linkedin.com/in/davemcclure

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 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

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.harvey.ai

https://codeium.com

https://www.ambiencehealthcare.com

https://www.glean.com

https://tolt.io

https://www.argyle.build

https://www.podengine.ai

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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:

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

LinkedIn: ⁠https://www.linkedin.com/in/jasoncalacanis

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://jam.dev

https://www.perplexity.ai

https://www.antaresindustries.com

https://mesodyne.com

https://limacharlie.io

https://www.cloudnc.com

https://codemate.ai

https://www.golfgolf.tech

https://www.terrakaffe.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:

X: https://twitter.com/guyperelmuter

LinkedIn: https://www.linkedin.com/in/guyperelmuter

Check out: https://www.gridscapital.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

Instagram: ⁠https://www.instagram.com/jason⁠

LinkedIn: ⁠https://www.linkedin.com/in/jasoncalacanis

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.solace.health/

https://www.agentio.com/

https://www.recursiveventures.com

https://originalcapital.com

https://silentvc.com

https://www.getrecall.ai

https://www.micro1.ai

https://www.melengo.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

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Follow Michael

X: https://twitter.com/michaeldowning

LinkedIn: https://www.linkedin.com/in/michaeldowning

Check out: https://www.mdsv.vc

*

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

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

*

Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

*

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

*

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

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), 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) 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.solace.health/

https://www.agentio.com/

https://www.recursiveventures.com

https://originalcapital.com

https://silentvc.com

https://www.getrecall.ai

https://www.micro1.ai

https://www.melengo.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

*

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

LinkedIn: ⁠https://www.linkedin.com/in/jasoncalacanis

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Subscribe on YouTube: https://youtube.com/@liquiditypod

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Subscribe on Apple: https://podcasts.apple.com/us/podcast/liquidity/id1729433064…

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Subscribe on Spotify: https://open.spotify.com/show/2T64PheDtaMDmFH9pS3GgK

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

https://www.bland.ai

https://kuberahealth.com

https://www.stonealgo.com

https://giggster.com

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Follow Mark

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Follow Samir

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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

LinkedIn: ⁠https://www.linkedin.com/in/jasoncalacanis

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.corraltech.com⁠

⁠https://www.hydeparkvp.com⁠

⁠https://deciens.com⁠

⁠https://www.rallyventures.com⁠

⁠https://pavewisepro.com⁠

⁠https://selffundhealth.com⁠

https://www.deeptrustai.com

*

Follow Grady:

LinkedIn: https://www.linkedin.com/in/gradyb

Check out: https://nvngia.com/

*

Follow Victor:

X: https://twitter.com/lalayak

LinkedIn: https://www.linkedin.com/in/victor-gutwein

Check out: https://m25vc.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

Instagram: ⁠https://www.instagram.com/jason⁠

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

*

Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

*

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

*

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:

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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

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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

*

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

*

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

LinkedIn: ⁠⁠https://www.linkedin.com/in/jasoncalacanis⁠

Check out: ⁠Podcast.ai⁠

Check out: ⁠Zestapp.co⁠

Check out: ⁠getriver.io⁠

*

Great 2023 interviews: ⁠Steve Huffman⁠, ⁠Brian Chesky⁠, ⁠Aaron Levie⁠, ⁠Sophia Amoruso⁠, ⁠Reid Hoffman⁠, ⁠Frank Slootman⁠, ⁠Billy McFarland⁠

*

Check out Jason’s suite of newsletters: ⁠https://substack.com/@calacanis⁠

*

Follow TWiST:

Substack: ⁠https://twistartups.substack.com⁠

Twitter: ⁠https://twitter.com/TWiStartups⁠

YouTube: ⁠https://www.youtube.com/thisweekin⁠

Instagram: ⁠https://www.instagram.com/thisweekinstartups⁠

*

Subscribe to the Founder University Podcast: ⁠https://www.founder.university/podcast⁠

*

Subscribe to This Week in Startups on Apple: ⁠⁠https://rb.gy/v19fcp⁠