Lots of news to discuss with John Ruffolo and Matt Cohen:
(00:21) The significant downturn in venture capital, the early reset signs, and the impact of a conservative approach to business and fundraising in 2023, especially in Canada
(02:09) The fate of companies that struggled to raise funds in 2023 and the shift towards supporting perceived winners and the inevitable challenges for "B" companies
(05:29) Private equity's large market and diverse opportunities
(06:48) Foundry Group's shutdown and the lack of structure for succession in VC
(09:20) The effectiveness of CEO shakeups and the high-risk nature of founders returning to their companies, questioning such moves.
(12:23) AI's explosive growth and why investing in foundational AI technologies is the best approach and the potential for major shifts in enterprise applications and cost reductions
Follow Matt Cohen and Tank Talks here!
Podcast production support provided by Agentbee.ai
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit
tanktalks.substack.com
Tank Talks By Ripple Ventures