E11: Tomasz Tunguz and David Clark on how to invest in AI and Q1 2024 startup valuations Liquidity

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