Shai Goldman, an investor, writer, and Brex ambassador sits down with David Weisburd to discuss the future of VC from his vantage point. We're proudly sponsored by AngelList, visit https://www.angellist.com/tlp if you’re ready to level up your startup or fund.
(0:00) Special message
(1:10) Episode preview
(3:00) Brex's billboard campaign
(5:05) Shai's SVB experience
(6:00) Venture activity: comparing 2002, 2008 and 2022
(7:15) did VC firms fare in the last 2 downturns?
(8:43) Where is VC going in the next 5 years?
(10:50) Competing with a company that has a war chest
(12:38) Emerging managers data resource
(14:23) Thoughts on startups
(15:21) What makes successful emerging managers?
(18:50) Sponsor: AngelList
(19:53) When being boring is good for the business
(22:33) Balancing investing and deploying capital
(24:00) 3x DPI and making good money
(26:06) Fund returners, grand slams, and outliers
(28:54) is the secret sauce in finding the next emerging market?
(31:01) On generalists capturing their early stage home-runs
(33:10) fundraising in the LP community
(35:17) in fund of funds
(38:17) LPs exploring emerging managers
