Todays show:
David Weisburd hosts Konstantine Buhler, Ana Marshall, and Jason Calacanis to discuss VCs not raising new funds (1:28), Cisco's $1 billion AI fund (27:29), and more!
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Timestamps:
(0:00) David Weisburd intros Konstantine Buhler, Ana Marshall, and Jason Calacanis
(1:28) VCs not raising new funds, market impact, and the current state of venture capital
(3:56) Challenges for new fund managers, power laws, and investment strategies
(9:02) Capital deployment, returns, and portfolio assessment
(14:28) Emerging managers and market trends
(26:57) Cisco's $1 billion AI fund
(32:09) AI applications and business models
(44:45) Investment strategies for M&A vs. IPO
(47:38) Lightning round on latest investments
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Follow Konstantine:
X: https://x.com/KostaBuhler
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:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
