This Week in Startups

Is investing REALLY the hardest job in tech? A TWIST VC Roundtable (ft. Deedy Das and Jay Eum) | E2204

69 snips
Nov 6, 2025
Guest
Jay Eum
Guest
Deedy Das
Deedy Das, a Partner at Menlo Ventures known for his focus on product-led growth and AI, and Jay Eum, a General Partner at GFT Ventures specializing in frontier tech investments, dive into the complexities of the current venture landscape. They discuss the surprising rise in early-stage AI funding and the transition in investor strategies. The duo tackles the challenges of raising private capital before IPOs and debates whether increased funding truly leads to more great companies. They also explore the difficulty of being both a founder and an investor in today's market.
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INSIGHT

Capital Density Distorts VC Returns

  • Too much capital in one region inflates valuations without producing proportionally more great companies.
  • Jason and Roloff argue venture is in transition with return-free risk in overheated markets.
INSIGHT

Private Markets Enable Stay-Private Strategy

  • Private markets now supply enormous late-stage capital, so companies can delay IPOs indefinitely.
  • Founders increasingly choose private funding to avoid public reporting and retain control.
INSIGHT

Willingness To Pay Powers AI SaaS Growth

  • Businesses now accept multiple AI tools per employee because productivity gains beat hiring costs.
  • Companies willingly pay for specialized AI subscriptions for incremental efficiency.
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