Acquired's Ben Gilbert and David Rosenthal join the show to discuss how they think about public market investments (1:43), VC token sales (27:25), a VC market overview (45:40), the Vision Fund's impact on Silicon Valley (1:00:33), and Amazon's core pillars! (1:13:21)
(0:00) Jason intros today's guests and topics: Crossover Pod with Acquired!
(1:43) Private markets overview, Jay Trading, Ben's investment thesis for TSMC and Shopify
(13:44) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(14:52) Jason makes two live Jay Trades, better solutions for employee stock options
(26:14) Dell - Apply for Dell for Startups and get an additional 10% off Dell Latitude products at https://dell.com/twist
(27:25) Crypto regulation, VC token sales
(39:33) Zapier - Try for free today at https://zapier.com/TWIST
(41:02) The burden of going public, final ideas on digital asset regulation
(45:40) Major takeaways from PitchBook's Q2 US VC Monitor: exit value collapse, deal volume down, seed not impacted as much, signs of life in the early-stage
(1:00:33) Reflecting on Masa's precarious position and the impact that SoftBank's Vision Fund has had on the VC industry
(1:13:21) Ranking the most impressive pillars of Amazon's business: AWS, Prime, marketplace, advertising
