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Todays show:
Alex leads us into two great talks from Liquidity Summit 2024.
First Jason sits down for a one-on-one with Valor’s Antonio Gracias (1:38), followed by a great talk with Gavin Baker of Atreides (39:01)
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Timestamps:
(0:00) Teaser of today’s Liquidity Summit talks from Alex.
(1:13) Alex kicks off the show.
(1:38) Valor’s Antonio Gracias joins Jason
(4:26) Unbiased data and business models in AI
(10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(11:14) Achieving AGI and robots in real-world applications
(14:26) Venture capital dynamics and innovation
(18:09) Athena case study: Investor operational support
(22:05) CommandBar - Visit https://www.commandbar.com/twist to get a custom live demo.
(23:04) Traditional venture playbook and crossover hedge funds
(28:33) US balance sheet implications and emerging entrepreneurship regions
(33:39) Immigration policy's role in recruitment
(36:19) Investing in socially impactful companies
(38:09) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
(39:01) Atreides Management’s Gavin Baker joins Jason
(47:38) The importance of investing in relationships
(54:32) Resilience in public equity investing and learning from failure
(1:00:29) AI adoption differences between startups and enterprises
(1:02:32) America's innovation through resilience and immigration
(1:03:43) Google and Apple's AI strategies and infrastructure
(1:11:32) Meta's strategic moves in search and the metaverse
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Check out Valor: https://www.valorep.com/
Check out Atreides: https://atreidesmgmt.com/
Follow Antonio:
LinkedIn: https://www.linkedin.com/in/antonio-p-gracias
Follow Gavin:
X: https://x.com/GavinSBake
LinkedIn: https://www.linkedin.com/in/gavinbaker-portfoliomanager/
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Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
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Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(22:05) CommandBar - Visit https://www.commandbar.com/twist to get a custom live demo.
(38:08) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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