Late Stage Venture Capital - What Happened?

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Stripe was so uh wanted revenge on bolt So badly this isn't theory That they saw this kid as a proxy for just kid dom holland who didn't seem super sharp to me. I'm sure none of this came up in diligence Uh, what happened here? Maybe stripe backing you three rounds in a row You could call it bad money after bad, but you know backing you continuously a high value at some point.

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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