Todays show:
David Weisburd hosts Mark Suster, Samir Kaji, and Jason Calacanis to discuss the 2024 venture market (00:46), secondary sales by VCs (20:13), IPOS in 2024 (40:47), and much more!
Timestamps:
(0:00) David Weisburd hosts Mark Suster, Samir Kaji,, and Jason Calacanis
(00:46) Thoughts on IVP raising $1.3 Billion for their 18th fund and different angles on the current fundraising market
(13:32) Mark's strategy today for (DPI)
(20:13) Secondary sales by VCs and best practices when disclosing selling after hitting targets
(25:08) Thoughts on strip sales, continuation funds, and exotic secondary vehicles. When should GPs pursue that strategy?
(40:47) F-Prime's 2024 State of Fintech Report, the IPO market in 2024, and early stage fintech
(49:35) Kleiner Perkins and how a firm reboots
(57:52) The apprenticeship model in Venture Capital, and mistakes GPs make when interacting with LPs
(1:12:35) Rapid-fire segment on top recent investments
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Mentioned on the show:
https://www.theinformation.com/articles/ivps-new-fund-shows-growth-investors-are-ready-to-get-off-sidelineshttps://techcrunch.com/2024/02/03/mamoon-hamid-and-ilya-fushman-of-kleiner-perkins-more-than-80-of-pitches-now-involve-ai/
https://fprimecapital.com/blog/the-2024-state-of-fintech-report
https://www.bland.ai
https://kuberahealth.com
https://www.stonealgo.com
https://giggster.com
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Follow Mark
X: https://twitter.com/msuster
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Follow Samir
X:https://twitter.com/Samirkaji
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Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
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Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis