AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Instacart's Business Strategy and Valuation
This chapter explores Instacart's business strategy, focusing on gaining market share from Amazon and the various forms of advertisements within the app. It also delves into the valuation of Instacart and its comparison to other companies, as well as the benefits of recent IPOs for early investors.
This Week in Startups is brought to you by…
MasterClass. Learn from the world’s best minds - anytime, anywhere, and at your own pace. Get 15% off an annual membership to MasterClass at https://masterclass.com/startups
Masterworks. The first company allowing investors exposure into the blue-chip artwork asset class. TWIST listeners can skip the waitlist by going to https://www.masterworks.com/twist and using promo code TWIST.
Corient - Speak with one of Corient's wealth management advisors today at http://corient.com
*
Today’s show:
Jason goes live to break down Cisco acquiring Splunk and what this means for the broader M&A market (3:56), the latest IPO trends (13:50), WaPo tactics against Dave Portnoy (16:14), and questions asked by the live audience (23:52)!
*
Time stamps:
(0:00) Jason kicks off the show!
(3:56) Cisco acquires Splunk for $28B
(7:07) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(8:36) Instacart’s IPO and why CPG is a major advertising category
(13:50) IPO trends and what that means for the startup market
(16:14) WaPo tactics against Dave Portnoy
(22:26) Masterworks - Skip the waitlist to invest in fine art using at https://Masterworks.com/twist
(23:52) Questions from live audience: "Do VCs ever go back to previous business trends or does everyone focus exclusively on the it-thing like AI today?”
(26:05) "How do startups outside Silicon Valley access VC funding, or do you just have to make the journey there?”
(27:10) "Heard you say you believe we still have six months of this down market. What makes you arrive at this prediction...?”
(30:57) "Since you invest in so many companies each year, how do you find alpha and separate these startups from each other?”
(33:49) Corient - Speak with one of Corient's wealth management advisors today at http://corient.com
(34:49) Why is Jason doing the cloud kitchen incubator?
(38:19) "Do you believe there should be guardrails on AI or as little regulation as possible to help spur innovation?”
(40:40) " Which areas do you recommend founders to cut burn that impacts growth released?”
(42:24) "Interest is forbidden in Islam, but I really want to invest or create an investment group without interest. Is this possible?”
(44:14) "How do you advise founders to solve disagreements internally?”
(45:39) "What is a book that you've read recently that you would highly recommend?”
(45:56) "Do you think the UK is underperforming when it comes to unicorns and big impact on startups?”
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode