Venture In The South

S4:E203 David summarizes the past week in Venture and then looks back at the most significant events in Venture for 2025. He then follows with some strategic planning ideas for Angels and Founders in 2026.
 (recorded 12.28.25)

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S4:E202 David gives a Holliday Venture Update, then I’m joined by Andrew Elliott and William Trible, formerly of Crypto startup RoundlyX. They both have substantial industry experience with Blockchain as a product tool and we’ll be discussing some of the practical and technical aspects of using Blockchain technology for Tokenizing Real World Assets. We’ll be focusing specifically on alternative investments like private equity and real estate that do not have liquid markets like public equities, bonds and commodities. (recorded 12.14.25)

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S4:E201 David gives an AI Bubble Update, then an encore presentation of The Southeastern US Investment Thesis from E123. That thesis is critical for Southern Investors to keep their eye on the investment ball and is worth repeating. What I mean by ‘keeping your eye on the investment ball’ is that IRR, rather than Multiple on Invested Capital or MOIC, is the most meaningful metric for startups. And because startup investments in the Southern US are different from the West Coast and the Northeast, it makes sense to approach them in a fundamentally different way. Those West Coast and Northeast markets focus on big bets with high failure rates to achieve a few very big wins on the long term. But in the Southern Startup market, smaller bets with low failure rates and early exits on the medium term work best to achieve > 20% IRR, comparable to the best West Coast Venture returns. (recorded 12.14.25)

If you are interested in an independent resource regarding southern startup economics, check out the BIP State of Startups Report.

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S4:E200 David gives The Venture Update, then Paul and David updates listeners on some of the Startups and topics reviewed in the last 100 shows. (recorded 11.25.25)

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We invite your feedback and suggestions at www.ventureinthesouth.com or email [email protected].

S4:E199 David gives The Venture Update and then shares a 'What-If' story about how innovative healthcare could replace our broken and unsustainable Health Industrial Complex. (recorded 11.30.25)

Consumer Directed Healthcare, An Innovative Solution To Our Current Unsustainable Healthcare System

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S4:E198 David gives The Venture Update, then Paul joins with a special segment on Tokenization of Real World Assets. Paul and I thought we’d spice up your Thanksgiving with a technical challenge: Tokenization. This is a rapidly developing innovation in FinTech that is likely to touch all investors in the future, particularly younger investors. It offers investors the promise of maximum liquidity, ROI on tokens held and near instant transaction settlement, all recorded on the block chain. We warm up the topic to help you start a good argument over Turkey.
 (discussion recorded 11.21.25)

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S4:E197 David gives The Venture Update and then introduces a special segment with Guest Co-Host Karl Rábago, a utility lawyer, who shares his perspective on the issues contributing to the Data Center Power Struggle and how winners and losers will emerge. (review recorded 10.29.25)

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We invite your feedback and suggestions at www.ventureinthesouth.com or email [email protected].

S4:E196 David gives The Venture Update with a special segment on the potential impact of Quantum Tokens on the blockchain. Then Paul provides a brief update on the current status of Capital Gains Tax Exclusion for gains on Qualified Small Business Stock or QSBS with Ben Glenn, an accountant specializing in startups. The One Big Beautiful Bill substantially updated the QSBS rules, solidifying one of the key incentives for startup investing for stock issued on or after July 5, 2025. (review recorded 10.1.25)

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S4:E195 David gives The Venture Update and then Paul and David review BIP Venture’s 2025 report on the ‘State of startups in the Southeast’. We cover the strengths, weaknesses and what's not included. (review recorded 10.22.25)

Tim Higgins' WSJ article "Is OpenAI Becoming Too Big To Fail"

Chris Mims WSJ article on Small Model AI 

State of Startups in the Southeast

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We invite your feedback and suggestions at www.ventureinthesouth.com or email [email protected].

S4:E194 David covers The Venture Update for the week and then Paul interviews Mike Carnes of the North Carolina Biotechnology Center about recent challenges in dealing with the Foreign Risk constraints for US Biotech Startups that win SBIR Grants. (interview recorded 9.29.25)

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We invite your feedback and suggestions at www.ventureinthesouth.com or email [email protected].