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Todays show:

Alex leads us into two great talks from Liquidity Summit 2024.

First Jason sits down for a one-on-one with Valor’s Antonio Gracias (1:38), followed by a great talk with Gavin Baker of Atreides (39:01)

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Timestamps:

(0:00) Teaser of today’s Liquidity Summit talks from Alex.

(1:13) Alex kicks off the show.

(1:38) Valor’s Antonio Gracias joins Jason

(4:26) Unbiased data and business models in AI

(10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(11:14) Achieving AGI and robots in real-world applications

(14:26) Venture capital dynamics and innovation

(18:09) Athena case study: Investor operational support

(22:05) CommandBar - Visit ⁠https://www.commandbar.com/twist⁠ to get a custom live demo.

(23:04) Traditional venture playbook and crossover hedge funds

(28:33) US balance sheet implications and emerging entrepreneurship regions

(33:39) Immigration policy's role in recruitment

(36:19) Investing in socially impactful companies

(38:09) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24

(39:01) Atreides Management’s Gavin Baker joins Jason

(47:38) The importance of investing in relationships

(54:32) Resilience in public equity investing and learning from failure

(1:00:29) AI adoption differences between startups and enterprises

(1:02:32) America's innovation through resilience and immigration

(1:03:43) Google and Apple's AI strategies and infrastructure

(1:11:32) Meta's strategic moves in search and the metaverse

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Check out Valor: https://www.valorep.com/

Check out Atreides: https://atreidesmgmt.com/

Follow Antonio:

LinkedIn: https://www.linkedin.com/in/antonio-p-gracias

Follow Gavin:

X: https://x.com/GavinSBake

LinkedIn: https://www.linkedin.com/in/gavinbaker-portfoliomanager/

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Follow Alex:

X: https://x.com/alex

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

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Follow Jason:

X: https://twitter.com/Jason

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

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Thank you to our partners:

(10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(22:05) CommandBar - Visit ⁠https://www.commandbar.com/twist⁠ to get a custom live demo.

(38:08) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24

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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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