E21: Recession fears, AI market shifts, and the future of tech hubs
E21 • Aug 16, 2024 • 71 minsDavid Weisburd hosts Elad Gil, David York, and Jason Calacanis to discuss recession fears, new investment trends, geographic and talent concentration in the startup sector, and more!
E20: The $97 billion VC panel
E13 • Jul 31, 2024 • 63 minsDavid Weisburd hosts Dana Johns, Tom Loverro, and Jason Calacanis to discuss secondaries, VC leverage against startups, venture capital strategies, cybersecurity investments, and more!
E19: Top 5 VC funds raise big $, venture capital DPI is back, and Sequoia’s offer to LP’s
E19 • Jul 18, 2024 • 56 minsDavid Weisburd hosts Jamie Rhode, Matthew Mulvey, and Jason Calacanis to discuss DPI coming to Silicon Valley, demographic data on the backgrounds of Unicorn founders,and trends for limited partners, and more!
E18: Logan Allin and Neil Datta on which startups AI puts at risk, tech regulation, and H-1B reform
E18 • Jul 2, 2024 • 59 minsDavid Weisburd hosts Logan Allin, Neil Datta, and Jason Calacanis to discuss Vinod Khosla’s views on AI, Trumps H-1B policy, incorporation to funding stage, and more!
E17: Sequoia & the Hewlett Foundation on VCs NOT raising funds, Cisco's $1B AI fund, and more!
E17 • Jun 27, 2024 • 61 minsDavid Weisburd hosts Konstantine Buhler, Ana Marshall, and Jason Calacanis to discuss VCs not raising new funds, Cisco's $1 billion AI fund, and more!
E16: AI investments, VC ecosystem geography, and VC hypocrisy
E16 • May 27, 2024 • 64 minsIn this episode, Jason Calacanis, David Weisburd, Michael Eisenberg, and Jaime Matus discuss AI investments, comparing trends with the dot-com bubble. They delve into the importance of price discipline, managing a diverse portfolio, and the emotional aspects of venture capital. The changing role of VCs, the impact of geography on the VC ecosystem, and the importance of company culture are also explored.
E15: Crypto, the Midas List, and democratizing VC with Delian Asparouhov and Mel Williams
E15 • May 20, 2024 • 65 minsIn this episode, Jason Calacanis, Mel Williams, Delian Asparouhov, and David Weisburd dive into the resurgence of crypto funds, challenges with SCC regulations, and the potential of tokenizing venture funds. They delve into AI usage trends, investment, and the commoditization of the technology. The trio also discusses the difficulty of raising a seed round, the impact of AI on capital formation, and strategies to better communicate with LPs.
E14: Major challenger to OpenAI, xAI, closing on $6B in funding
E14 • May 6, 2024 • 62 minsDavid Weisburd hosts Joshua Berkowitz, Donald Stalter and Jason Calacanis to discuss xAI 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.
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!