E7: Sequoia & Union Square Returns, the Post-AI Labor Market, and the Return of SF?

In 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.