E17: Sequoia & the Hewlett Foundation on VCs NOT raising funds, Cisco's $1B AI fund, and more!

Todays show:

David Weisburd hosts Konstantine Buhler, Ana Marshall, and Jason Calacanis to discuss VCs not raising new funds (1:28), Cisco's $1 billion AI fund (27:29), and more!

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Timestamps:

(0:00) David Weisburd intros Konstantine Buhler, Ana Marshall, and Jason Calacanis

(1:28) VCs not raising new funds, market impact, and the current state of venture capital

(3:56) Challenges for new fund managers, power laws, and investment strategies

(9:02) Capital deployment, returns, and portfolio assessment

(14:28) Emerging managers and market trends

(26:57) Cisco's $1 billion AI fund

(32:09) AI applications and business models

(44:45) Investment strategies for M&A vs. IPO

(47:38) Lightning round on latest investments

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Follow Konstantine:

X: https://x.com/KostaBuhler

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

Check out: https://www.sequoiacap.com

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Follow Ana:

LinkedIn: https://www.linkedin.com/in/ana-marshall-b072136

Check out: https://hewlett.org

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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

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