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Today’s show:
Jason breaks down the exit market for LPs (8:57), Instacart and Klaviyo’s IPOs (22:13), writers suing OpenAI and Meta (50:15), and more!
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Time stamps:
(0:00) Producer Nick joins Jason
(2:27) The significance of Instacart and Klaviyo’s IPO filings
(5:41) The VC exit market
(7:50) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(8:57) The exit market for LPs and over-indexing in venture
(13:57) VC bloat and current state of the market
(20:39) Carta - Get 10% off your first SPV at https://carta.com/twist with promo code TWIST
(22:13) Breaking down Instacart’s S-1
(28:56) Ad dollars moving to new platforms and the importance of being close to the sale
(33:26) Instacart GTV tail off
(36:30) Roots - Head to investwithroots.com/TWIST to sign up and start investing today!
(38:03) Breaking down Klaviyo’s S-1
(44:09) Why it is crucial for founders to retain ownership early on
(50:15) Writers suing OpenAI; are broad-based LLMs trained on tons of data becoming a liability?
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