17 episodes
Liquidity Jason Calacanis
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- Business
A podcast & yearly conference for LPs and GPs. Hosted by Jason Calacanis (fka The Angel Podcast & Angel Summit).
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E16: AI investments, VC ecosystem geography, and VC hypocrisy
Todays show:
David Weisburd hosts Jaime Matus, Michael Eisenberg, and Jason Calacanis to discuss AI investments and the potential washout of overfunded startups. They also touch on VC hypocrisy, and the role of geography in the VC ecosystem.
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Timestamps:
(0:00) David Weisburd intros Jaime Matus, Michael Eisenberg, and Jason Calacanis
(4:11) Pitchbook data summarizing the total amount of capital invested in AI
(18:48) Comparing AI trends with the dot-com bubble and the paradox of monetizing attention
(24:58) Veteran VCs' concerns and the importance of price discipline
(33:27) Managing a diverse portfolio and challenges in VC
(42:18) The impact of new venture firms and the changing role of VCs
(50:12) The role of geography in the VC ecosystem and the changing dynamics of startup Locations
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Follow Jaime:
X: https://x.com/JaimeMatusVC
LinkedIn: https://www.linkedin.com/in/jaime-matus
Check out: https://www.invariantes.com
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Follow Michael:
X: https://x.com/mikeeisenberg
LinkedIn: https://www.linkedin.com/in/mieisenberg
Check out: https://aleph.vc
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Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
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Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis -
E15: Crypto, the Midas List, and democratizing VC with Delian Asparouhov and Mel Williams
Todays show:
David Weisburd hosts Mel Williams, Delian Asparouhov, and Jason Calacanis to discuss crypto regulation, AI spending, and immigrations role in startups.
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Timestamps:
(0:00) David Weisburd intros Mel Williams, Delian Asparouhov, and Jason Calacanis
(4:15) WSJ reports that top crypto funds are back in the market
(10:07) Jason's proposal for a "sophisticated investor test" for crypto investments
(16:18) The limitations of current SEC regulations and the potential political impact of crypto regulation
(25:16) AI spend is up across the board in 2024
(37:37) GPT-4o demos and the rapid commoditization of AI technology
(52:19) Immigration and its impact on the startup ecosystem
(1:01:47) Self-censorship and the importance of a free society
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Follow Mel:
LinkedIn: https://www.linkedin.com/in/mel-williams-00584a5
Check Out: https://truebridgecapital.com
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Follow Delian:
X: https://x.com/zebulgar
LinkedIn: https://www.linkedin.com/in/delian-asparouhov-87447742
Check out: https://foundersfund.com https://www.varda.com
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Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
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Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis -
E14: Major challenger to OpenAI, xAI, closing on $6B in funding
Todays show:
David Weisburd hosts Joshua Berkowitz, Donald Stalter and Jason Calacanis to discuss Elon Musk raising $6B for his new AI startup (4:44), PitchBook's report on Emerging Managers (16:04), SVB’s venture portfolio situation (40:16), and much more!
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Timestamps:
(0:00) David Weisburd intros Joshua Berkowitz, Donald Stalter and Jason Calacanis
(4:44) xAI raises $6B
(11:49) Sequoia leading a $6B round for AI
(16:04) PitchBook's report on Emerging Managers
(27:02) The impact of the surge of venture capital in 2021 and its implications for the ecosystem
(34:16) The impact of a positive investor attitude on founders
(40:16) The Silicon Valley Bank (SVB) venture portfolio situation
(45:39) Lightning round of last 3 investments
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Mentioned on show:
https://www.axios.com/2024/05/03/svb-venture-capital-arm
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Follow Donald:
X: https://twitter.com/donnystalter
LinkedIn: https://www.linkedin.com/in/donaldstalter
Check out:
https://www.fieldguide.io
https://www.permitflow.com
https://slopepay.com
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Follow Joshua:
X: https://twitter.com/berkowitz_josh
LinkedIn: https://www.linkedin.com/in/joshua-berkowitz-86005b23/
Check out:
https://dexa.ai
https://powerset.co
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Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
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Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis -
E13: How AI and remote work is coming for your job
Todays show:
David 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.
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(0:00) David Weisburd intros Jeff Richards, Ryan Denehy, and Jason Calacanis
(4:29) Discussion on down rounds and cram down rounds in VC deals
(12:16) Ryan Denehy discusses the terms of investment and the importance of good business fundamentals
(19:00) Consequences for founders who fail to navigate their firms financially and the necessity of making changes for efficiency
(26:54) The importance of deal flow in venture capital and strategies to increase it
(31:51) Discussion on the use of AI in businesses and skepticism towards
(45:56) The potential benefits of AI infrastructure for startups
(51:38) The power of AI in small businesses and its impact on the economy
(56:58) The role of remote work in shaping the global economy and the potential of offshore hiring
(01:06:01) Wrap up: Jeff's latest 3 investments and Ryan's company, https://www.electric.ai
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Follow Jeff:
X: https://twitter.com/jrichlive
LinkedIn: https://www.linkedin.com/in/jeffrichards
Check out: https://notablecap.com/
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Follow Ryan:
X: https://twitter.com/denehyxxl
LinkedIn: https://www.linkedin.com/in/ryandenehy
Check out: https://www.electric.ai/
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Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
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Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis -
E12: Redpoint Ventures and Stepstone Group on VC Deployment, M&A, and Google's AI Strategy
Todays show:
David Weisburd hosts Logan Bartlett, Hunter Somerville, and Jason Calacanis to discuss the current fundraising market (1:21), the potential of secondary markets ( 44:31), Google’s huge investment in generative AI (52:19), and much more!
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Timestamps:
(0:00) David Weisburd intros Logan Bartlett, Hunter Somerville, and Jason Calacanis
(1:21) Fundraising indicators and the current environment
(5:28) Importance of governance and incentives in investment decisions
(9:44) Building trust with limited partners and pacing in venture capital
(14:12) Challenges and realities of venture capital
(18:23) The decision between being an entrepreneur and a fund manager
(21:52) Managing VC firm reputation and dealing with difficult founder situations
(26:34) Importance of getting liquidity and secondary transactions
(44:31) The potential of secondary markets and the impact of M&A on capital markets
(52:19) Google's $100 billion investment in AI and competition in the AI ecosystem
(1:03:32) The challenge of capacity in seed stage investing and the value of a strong community in portfolio management
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Follow Logan:
X: https://twitter.com/loganbartlett
LinkedIn: https://www.linkedin.com/in/loganbartlett
Check out: https://www.redpoint.com
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Follow Hunter:
LinkedIn: https://www.linkedin.com/in/hunter-somerville-2a24117
Check out: https://www.stepstonegroup.com/
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Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
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Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis -
E11: Tomasz Tunguz and David Clark on how to invest in AI and Q1 2024 startup valuations
Todays show:
David Weisburd hosts David Clark, Tomasz Tunguz, and Jason Calacanis to discuss the new YC class (1:59), startup valuations (16:44), the future of AI startups (27:02), and more!
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(0:00) David Weisburd intros David Clark, Tomasz Tunguz, and Jason Calacanis
(1:59) The latest YC class and rise of AI startups
(12:48 Analogy of LPs, GPs, and startups and key characteristics of a promising startup
(16:44) Impact of rising startup valuations and regulatory issues
(27:02) Tomasz Tunguz's journey to raising his fund and the challenges of the VC industry
(35:18) Personality types in venture capital and handling company wind downs
(43:06) VC’s moving out and the challenge of picking the right company to invest in
(53:53) Active reserves management
(1:03:34) Lightning round: Top 3 investments
Mentioned on show:
https://motherduck.com
https://arbitrum.io
https://www.omni.co
https://www.podengine.ai
https://www.getrecall.ai
https://newcomergames.com
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Follow David Clark:
X: https://twitter.com/daveclark85
LinkedIn: https://www.linkedin.com/in/david-clark-6678b6b/
Check out VenCap: https://www.vencap.com/
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Follow Tomasz Tunguz:
X: https://twitter.com/ttunguz
LinkedIn: https://www.linkedin.com/in/tomasztunguz
Check out Theory Ventures: https://theory.ventures
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Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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