E2: Series A valuations, M&A, and MANG with Jason Shuman and Raja Doddala

In 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.

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