E14: Elon Musk Raises $6 Billion for His New AI Startup
E14 • May 6, 2024 • 62 minsDavid Weisburd hosts Joshua Berkowitz, Donald Stalter and Jason Calacanis to discuss Elon Musk raising $6B for his new AI startup, PitchBook's report on Emerging Managers, SVB’s venture portfolio situation, and much more!
E13: How AI and remote work is coming for your job
E13 • Apr 29, 2024 • 72 minsDavid Weisburd hosts Jeff Richards, Ryan Denehy, and Jason Calacanis to discuss down rounds in startups, changing operations in response to market shifts, and the impact of AI & remote work on job availability.
E12: Redpoint Ventures and Stepstone Group on VC Deployment, M&A, and Google's AI Strategy
E12 • Apr 19, 2024 • 66 minsDavid Weisburd hosts Logan Bartlett, Hunter Somerville, and Jason Calacanis to discuss the current fundraising market, the potential of secondary markets, Google’s huge investment in generative AI, and much more!
E11: Tomasz Tunguz and David Clark on how to invest in AI and Q1 2024 startup valuations
E11 • Apr 13, 2024 • 70 minsDavid Weisburd hosts David Clark, Tomasz Tungus, and Jason Calacanis to discuss the new YC class, startup valuations, the future of AI startups, and more!
E10: Apurva Mehta and Jack Altman on Sam Altman, CalPERS, and Liquidation Preferences
E10 • Apr 6, 2024 • 57 minsDavid Weisburd hosts Apurva Mehta, Jack Altman, and Jason Calacanis to discuss Sam Altman’s huge investment wins, the role of SPVs), CalPERS increasing their exposure to venture, and liquidation preferences.
E9: Dave Mcclure & Jordan Stein on YC, "Spray and Pray", and Games VCs Play
E9 • Mar 29, 2024 • 86 minsDavid 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).
E8: Kleiner Perkins and Penn’s Endowment on India, loss ratios, and the rise of secondaries
E8 • Mar 22, 2024 • 71 minsDavid Weisburd hosts Mamoon Hamid, Thomas Scriven, and Jason Calacanis to discuss India’s startup ecosystem, Carta’s 2018 startup class data, IPOs in the tech industry, and much more!
E7: Sequoia & Union Square Returns, the Post-AI Labor Market, and the Return of SF?
E7 • Mar 1, 2024 • 52 minsIn this episode, the panel dives into the intricacies of VC returns, dissecting the successful strategies of Union Square Ventures. They explore the effects of AI on startups, labor dynamics, and how Elon Musk evaluates his workforce. The conversation shifts to the influence of AI on LPs and VCs, and the emergence of decentralized structures in crypto. They also discuss trends in VC geography and the role of risk tolerance in US startups, before wrapping up with a reflection on recent investments.
E6: Reddit’s IPO, Consumer vs. Enterprise AI, and Sam Altman’s New Fund and more!
E6 • Feb 23, 2024 • 68 minsDavid Weisburd hosts Bryan Rosenblatt, Michael Downing, and Jason Calacanis to discuss Reddit’s IPO, Consumer vs. Enterprise AI, Sam Altman’s New Fund, and much more!
E5: Mark Suster and Samir Kaji on the 2024 Venture Market, IPOS, and Secondaries
E5 • Feb 16, 2024 • 90 minsDavid Weisburd hosts Mark Suster, Samir Kaji, and Jason Calacanis to discuss the 2024 venture market, VCs selling secondaries, IPOS in 2024, and much more!
E4: Dry Powder in Venture Capital, VC Ratings, and more with Grady Buchanan and Victor Gutwein
E4 • Feb 9, 2024 • 81 minsDavid 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
E3: Venture Fund Size Growth, the Rise of Unicorns, and more with Elizabeth Yin and Zach Coelius
E3 • Jan 25, 2024 • 71 minsDavid Weisburd hosts Elizabeth Yin, Zach Coelius, and Jason Calacanis to discuss trends in venture capital, including the growth of fund sizes, the resurgence of the Bay Area, the decrease in capital efficiency, the rise in unicorn companies but lack of liquidity, and top recent investments!
E2: Series A valuations, M&A, and MANG with Jason Shuman and Raja Doddala
E2 • Jan 19, 2024 • 58 minsIn this episode, Jason Calacanis, Jason Shuman, Raja Doddala, and David Weisburd share their insights on investing across different stages and current market conditions. They discuss the impact of extended deal closures on venture capital, distortions caused by tech giants' strategic capital, and the round tripping issue in VC investments. They also explore massive secondary funds, selling out of positions, portfolio construction, follow-on investments, and lessons from underperforming companies. Additionally, they cover M&A activity, IPOs, and PE firms' strategies, and make market predictions for 2024.
E1: Michael Kim, Jason Calacanis, and David Weisburd on VC marks, Keith Rabois back at Khosla, and more
E1 • Jan 12, 2024 • 56 minsMichael Kim joins David Weisburd and Jason Calacanis to discuss LP doubts around GPs marking startups, LP portfolio construction, secondary strategies, Keith Rabois returning to Khosla Ventures, and more!
Liquidity Trailer
Trailer • Jan 10, 2024 • 0 minsIn this episode, host Jason Calacanis offers a warm welcome and introduction, setting the stage for insightful discussions on liquidity, GPs, and LPs.