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

Todays show:

David Weisburd hosts Erik, Guy, and Jason Calacanis to discuss Sequoia & Union Square Ventures' returns (1:15), AI's impact on startups and labor (15:05), US startups' risk tolerance (33:21), and much more!

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Timestamps:

(0:00) David Weisburd intros Erik Torenberg, Guy Perelmuter, and Jason Calacanis

(1:15) VC returns have been leaked, including returns from Sequoia Capital and Union Square Ventures

(15:05) Bearish signs for the startup employment market

(22:43) The emergence of the first one-person unicorn

(33:21) Founders & investors are now returning to San Francisco

(42:48) Rapid-fire segment on recent investments

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Mentioned on the show:

https://www.wsj.com/tech/san-francisco-ai-boom-silicon-valley-307816b2

https://jam.dev

https://www.perplexity.ai

https://www.antaresindustries.com

https://mesodyne.com

https://limacharlie.io

https://www.cloudnc.com

https://codemate.ai

https://www.golfgolf.tech

https://www.terrakaffe.com

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Follow Erik:

X: https://twitter.com/eriktorenberg

LinkedIn: https://www.linkedin.com/in/eriktorenberg/

Check out: https://www.turpentine.co/

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Follow Guy:

X: https://twitter.com/guyperelmuter

LinkedIn: https://www.linkedin.com/in/guyperelmuter

Check out: https://www.gridscapital.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