This is one of my favorite episodes of the year. It’s our third annual long, strange trip into the mind of a Silicon Valley legend.

Dave Kellogg is one of the best marketers, CEOs, tech provocateurs, and board whisperers around. He was an executive at iconic companies like SAP, MarkLogic, and Salesforce turned investor and board director who is now an executive in residence at Balderton Capital.

In this episode, we discuss, well, just about everything that matters for the tech economy… startup growth metrics, generative AI, how to get funded in 2023, and of course our favorite jam band.

Listen and learn:

What Dave got right… and not so right… in his 2022 predictions
How startups can survive downturns
How to fix the problems at Salesforce, Amazon, and Facebook
What single theme will characterize 2023 in Silicon Valley
What will happen to startups that raised massive rounds in 2021
Why virtual companies won’t outperform companies built around hubs in tech centers
What’s ahead for consumption-based pricing and PLG
Why generative AI poses an existential threat to Google

References in this episode:

631: (Favorite) Games of the Year 2025!!

DLC

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