EP 27: Convo with Lux’s Josh Wolfe and Our Best/Worst Crypto Debate with Slow Venture’s Sam Lessin

The Logan Bartlett Show

The Bubble, the Anti Bubble and Consolidation

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From march two thousand, it took. with dividends re invested in the nasdak ah, 17 years to get back to those levels. So you had entire generation that was basically burned by this,. which is why you have some of us older folk that were basally like, ye, this isn't goingto en well, right? And the next generation, 15, 17, years from now, will be thinking the exact same thing. They will remember crypto and what happened. The bubble is not like the old bumper or going back to dot com. Crazily poric, inflected in irrational exuberance. It is actually investin new cos so to your point, f

Lux Capital’s Josh Wolfe joins to discuss startups in the current market, and the long-awaited release of the crypto debate between Zach Weinberg and Slow Venture’s Sam Lessin that got so heated we weren’t sure we could publish it.

(0:00) - Intro

(1:27) – Welcome Josh Wolfe

(3:10) – Market updates

(13:21) – Anti-bubble

(16:28) – Consolidation

(19:57) – Everything times pi

(22:35) – Welcome Sam Lessin

(25:43) – NY tech founders in ‘07

(30:44) – Slow Ventures

(33:12) – The crypto debate begins

(41:57) – On chain real estate

(49:19) – Legal protections

(1:03:10) – Does it hold up in court?

(1:09:52) – Final walk through

(1:14:42) – Bearer bonds

(1:19:58) – Zach’s reasons against crypto

(1:31:37) – Zach’s point

(1:33:51) – Carta for your DAU

(1:37:11) – Back to liquidity

(1:41:24) – Why is it not awesome?

(1:45:17) – Users

(1:52:40) – Unsettled case law

(2:00:29) – Final arguments

(2:04:10) – The boiling point

(2:06:59) – Maybe we can publish this part

(2:12:15) – Zach ending

(2:22:08) - Outro

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

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A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

Executive Producer: Rashad Assir

Producer: Leah Clapper

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About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.