EP 27: Convo with Lux’s Josh Wolfe and Our Best/Worst Crypto Debate with Slow Venture’s Sam Lessin

The Logan Bartlett Show

The Path to Profitability in Cash Is King

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Firm will go from raising money at crazy prices to doing extensions, and then turning into positive preferences for people. Then you're goingto get something hat people havent seen in a really long time, which is paid a place. And those the'll start out plain vanilla, then they'll go two to one,. They'll go 20 to one, meaning that if you're not participating, you're preferred is getting crushed down. If i were a founder, and there's all this money sitting on the side lines right now, right like, how do you think that please itself out? Like, the urea ton of a l pora g p that up giving, trying to give

Lux Capital’s Josh Wolfe joins to discuss startups in the current market, and the long-awaited release of the crypto debate between Zach Weinberg and Slow Venture’s Sam Lessin that got so heated we weren’t sure we could publish it.

(0:00) - Intro

(1:27) – Welcome Josh Wolfe

(3:10) – Market updates

(13:21) – Anti-bubble

(16:28) – Consolidation

(19:57) – Everything times pi

(22:35) – Welcome Sam Lessin

(25:43) – NY tech founders in ‘07

(30:44) – Slow Ventures

(33:12) – The crypto debate begins

(41:57) – On chain real estate

(49:19) – Legal protections

(1:03:10) – Does it hold up in court?

(1:09:52) – Final walk through

(1:14:42) – Bearer bonds

(1:19:58) – Zach’s reasons against crypto

(1:31:37) – Zach’s point

(1:33:51) – Carta for your DAU

(1:37:11) – Back to liquidity

(1:41:24) – Why is it not awesome?

(1:45:17) – Users

(1:52:40) – Unsettled case law

(2:00:29) – Final arguments

(2:04:10) – The boiling point

(2:06:59) – Maybe we can publish this part

(2:12:15) – Zach ending

(2:22:08) - Outro

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

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A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

Executive Producer: Rashad Assir

Producer: Leah Clapper

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About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.