E9: Dave Mcclure & Jordan Stein on YC, "Spray and Pray", and Games VCs Play

Todays show:

David Weisburd hosts Dave McClure, Jordan Stein, and Jason Calacanis to discuss the evolution of fund spaces. The discuss investing in the YC ecosystem (00:28), the role of secondary funds today(30:00), and the importance of betting on outliers (55:18).

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Timestamps:

(0:00) David Weisburd intros Dave McClure, Jordan Stein, and Jason Calacanis

(00:28) Reddit's IPO adds to YC's track record of successful public listings

(10:13) Strategy of investing in YC ecosystem and the importance of entry point evaluation

(15:28) YC's demo day and opportunities for other accelerators

(28:14) Carta’s report the rise of capital call requests

(30:00) The role of secondary funds in the current macroeconomic conditions and the potential for more company shutdowns

(55:18) Betting on outliers and the decision-making process for doubling down

(1:08:49) Lightning round: Top 3 investments from each guest

(1:19:58) Discussing the upcoming https://www.liquiditypod.com/summit

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Check out:

https://mercury.com

https://www.gropyus.com

https://recargapay.com.br

https://www.ridemotive.com

https://testrigor.com

https://www.krepling.com

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Follow Dave:

X: https://twitter.com/davemcclure

LinkedIn: https://www.linkedin.com/in/davemcclure

Check out: https://practicalvc.com

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Follow Jordan:

LinkedIn: https://www.linkedin.com/in/jordan-stein17

Check out: https://cressetcapital.com

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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