Sequoia & the Hewlett Foundation on VCs NOT raising funds, Cisco's $1B AI fund, and more! | E1973
This Week in Startups
Intro
This chapter explores how AI-native applications are transforming traditional SaaS architectures and the implications for the venture capital landscape. It also highlights Sequoia's partnership with the Hewlett Foundation in navigating the evolving AI sector.
This Week in Startups is brought to you by…
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Eight Sleep. Good sleep is the ultimate game changer. The newest generation of the pod, the Pod 4 ultra has arrived. Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
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Todays show:
David Weisburd hosts Konstantine Buhler, Ana Marshall, and Jason Calacanis to discuss VCs not raising new funds (3:04), Cisco's $1 billion AI fund (31:36), and more!
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Timestamps:
(0:00) David Weisburd intros Konstantine Buhler, Ana Marshall, and Jason Calacanis
(3:04) VCs not raising new funds, market impact, and the current state of venture capital
(5:32) Challenges for new fund managers, power laws, and investment strategies
(10:38) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(12:01) Capital deployment, returns, and portfolio assessment
(17:28) Emerging managers and market trends
(29:57) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
(31:36) Cisco's $1 billion AI fund
(40:06) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(41:21) AI applications and business models
(50:27) Investment strategies for M&A vs. IPO
(53:19) Lightning round on latest investments
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Check out the TWIST500: twist500.com
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Follow Konstantine:
LinkedIn: https://www.linkedin.com/in/konstantinebuhler
Check out: https://www.sequoiacap.com
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Follow Ana:
LinkedIn: https://www.linkedin.com/in/ana-marshall-b072136
Check out: https://hewlett.org
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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:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(10:38) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(29:57) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
(40:06) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
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Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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