Doncom Fund

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I think we're to see a lot of vc's quit in the next two or three years. What you'll see is like if there was a five person team you might see two people go. The idea that disney airbnb are not going to be relevant in 2030 or 2040 is kind of Farsicle. If you deliberately try to do everything wrong, they would really have to to destroy google or disney and so I don't think you could stop those juggernauts. But certainly something's going on none of us are macro Um here. Unappellably and this is a warren buffet quote that um, I forget how it happened.

First, Ben Gilbert and David Rosenthal from Acquired join Jason to talk portfolio construction (13:41), Roelof Botha succeeding Doug Leone at Sequoia (30:58), and to debate the takeaway from Fast's demise (52:22). Then Lon Harris from Inside Streaming joins to discuss the final two episodes of The Dropout (1:24:16)!

(00:00) Jason intros today’s show
(1:31) Catching up w/ the http://acquired.fm guys: David Rosenthal and Ben Gilbert
(12:25) Fiverr - Sign up for https://Fiverr.com/Business free for the first year and save 10% on your purchase with promo code JASON
(13:41) Ben on investing in tech
(21:39) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(22:46) How David thinks about his capital allocation
(29:41) Notion - Get started for free at https://notion.com/thisweekinstartups
(30:58) Talking about Doug Leone’s retirement
(52:22) Talking about the elephant in the room: Fast.co shutdown
(1:24:16) Talking with Lon Harris about the finale of “The Dropout”

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