I don't know how do we reconcile that and also like, do you think I guess one theory of the world independent of the technology is just they're all these funds with all this money and they're eager for any story to be able to deploy cap? We just saw it. Was it founders fund? I think they returned some money to investors, right? So these are even returned because it hadn't drawn the money down. Yeah. They have a all in strategy for whatever their top investment is. So it is super binary. And so without speaking about it, you know, insider information, Brian Singerman has always said, "We just want to figure out what is our high
Eric Newcomer joins to break down all the trending tech topics, including Stripe raising $6B (16:31), major generative ai fundraises (35:55), Silicon Valley Bank dropping 60% (50:35), and more!
(0:00) Jason kicks off the show
(1:55) Eric’s move to independent journalism
(10:07) First Republic Bank - Discover what a long-term financial relationship can do for you. Visit https://firstrepublic.com today to learn more.
(10:57) Take rates and more on Substack
(16:31) Eric’s Scoop on Stripe
(20:43) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(21:46) The narrative around the tech layoffs + Generative AI
(34:24) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(35:55) The deluge of Funding into AI
(43:39) The state of VC investing
(50:35) Silicon Valley Bank drops 60%
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