Evolving Valuation Models and Tech Industry Trends

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