15 episodes
Liquidity Jason Calacanis
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- Økonomi
A podcast & yearly conference for LPs and GPs. Hosted by Jason Calacanis (fka The Angel Podcast & Angel Summit).
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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 -
E10: Apurva Mehta and Jack Altman on Sam Altman, CalPERS, and Liquidation Preferences
David Weisburd hosts Apurva Mehta, Jack Altman, and Jason Calacanis to discuss Sam Altman’s huge investment wins (00:32), the role of SPVs (12:10), CalPERS increasing their exposure to venture (21:25), and liquidation preferences (39:47).
Timestamps:
(0:00) David Weisburd intros Apurva Mehta, Jack Altman, and Jason Calacanis
(0:32) Reddit's IPO and Sam Altman's investment success
(5:52) Apurva's investment strategy and thoughts on fund size and portfolio strategy
(12:10) The role of SPVs and the importance of trust in the investment ecosystem
(21:25) CalPERS and pension funds increasing their exposure to venture capital and private equity
(23:17) Is it a good time to invest in venture?
(36:53) Fundraising and decision-making processes
(39:47) Higher liquidation preferences at the later stage
(49:32) Rapid fire segment on recent investments
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Mentioned on the show:
https://www.retellai.com
https://www.heygen.com
https://www.owner.com
https://www.foundationhealth.com
https://peregrine.io
https://www.marvl.io
https://getprops.ai
https://www.arkitask.ai
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Follow Apurva:
X: https://twitter.com/mehtaaapurva
LinkedIn: https://www.linkedin.com/in/apurvaamehta/
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Follow Jack:
X: https://twitter.com/jaltma
LinkedIn: https://www.linkedin.com/in/jackealtman/
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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
LinkedIn: https://www.linkedin.com/in/jasoncalacanis -
E9: Dave Mcclure & Jordan Stein on YC, "Spray and Pray", and Games VCs Play
Todays show:
David 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).
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Timestamps:
(0:00) David Weisburd intros Dave McClure, Jordan Stein, and Jason Calacanis
(00:28) Reddit's IPO adds to YC's track record of successful public listings
(10:13) Strategy of investing in YC ecosystem and the importance of entry point evaluation
(15:28) YC's demo day and opportunities for other accelerators
(28:14) Carta’s report the rise of capital call requests
(30:00) The role of secondary funds in the current macroeconomic conditions and the potential for more company shutdowns
(55:18) Betting on outliers and the decision-making process for doubling down
(1:08:49) Lightning round: Top 3 investments from each guest
(1:19:58) Discussing the upcoming https://www.liquiditypod.com/summit
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Check out:
https://mercury.com
https://www.gropyus.com
https://recargapay.com.br
https://www.ridemotive.com
https://testrigor.com
https://www.krepling.com
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Follow Dave:
X: https://twitter.com/davemcclure
LinkedIn: https://www.linkedin.com/in/davemcclure
Check out: https://practicalvc.com
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Follow Jordan:
LinkedIn: https://www.linkedin.com/in/jordan-stein17
Check out: https://cressetcapital.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
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