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Liquidity

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

Jun 27, 2024
Konstantine Buhler, Ana Marshall, and Jason Calacanis discuss VCs not raising funds, challenges for new fund managers, capital deployment, emerging managers, Cisco's $1B AI fund, AI applications, M&A vs. IPO investments, and Lightning round on latest investments
01:01:22

Podcast summary created with Snipd AI

Quick takeaways

  • Increased trend of VCs not raising new funds impacting valuations and pricing in different sectors.
  • Shift in investment pacing towards AI sectors while still funding non-AI companies at reasonable valuations.

Deep dives

Increased Number of VCs Not Raising Another Fund

The podcast discusses the doubling of VCs not raising another fund compared to last year. This trend may be underreported as 38% of VCs have stopped deal making, with only 2,725 active firms remaining. Sequoia, though strong in fundraising, is influenced by the weaker market, impacting valuations and pricing in different business sectors.

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