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Liquidity

E3: Venture Fund Size Growth, the Rise of Unicorns, and more with Elizabeth Yin and Zach Coelius

Feb 9, 2024
01:10:55

Today’s show: David Weisburd hosts Elizabeth Yin, Zach Coelius, and Jason Calacanis to discuss trends in venture capital, including the growth of fund sizes, the resurgence of the Bay Area, the decrease in capital efficiency, the rise in unicorn companies but lack of liquidity, and top recent investments!

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Timestamps:

(0:00) David Weisburd hosts Elizabeth Yin, Zach Coelius, and Jason Calacanis to dive into the state of venture funds (2:32) Venture funds are growing in size despite the slow market (9:11) Exploring the performance: smaller funds vs. larger funds (25:44) Hustle Fund’s quantitative approach to evaluating startups (30:18) Is the Bay Area officially back? (40:24) Number of unicorns has increased but liquidity has decreased (46:25) The decline in capital efficiency over the past decade (52:40) Rapid-fire segment on top recent investments

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LINKS:

⁠https://www.wsj.com/articles/pro-take-why-venture-fund-sizes-rose-despite-the-slow-market-fd4c4677⁠

⁠https://www.cowboy.vc/news/welcome-back-to-the-unicorn-club-10-years-later⁠

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Follow Elizabeth

X: ⁠https://twitter.com/dunkhippo33⁠

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

Check out: ⁠https://hustlefund.vc⁠

Check out: ⁠https://letsgo.hustlefund.vc/raise-millions⁠

Check out: ⁠Bruinhealth.com⁠

Check out: ⁠Goafterwork.com⁠

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Follow Zach

X:  ⁠https://twitter.com/zachcoelius⁠

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

Check out: ⁠https://coelius.vc/⁠

Check out: ⁠Echomark.com⁠

Check out: ⁠Findbugzero.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

Check out: ⁠Podcast.ai⁠

Check out: ⁠Zestapp.co⁠

Check out: ⁠getriver.io⁠

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Great 2023 interviews: ⁠Steve Huffman⁠, ⁠Brian Chesky⁠, ⁠Aaron Levie⁠, ⁠Sophia Amoruso⁠, ⁠Reid Hoffman⁠, ⁠Frank Slootman⁠, ⁠Billy McFarland⁠

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Check out Jason’s suite of newsletters: ⁠https://substack.com/@calacanis⁠

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Follow TWiST:

Substack: ⁠https://twistartups.substack.com⁠

Twitter: ⁠https://twitter.com/TWiStartups⁠

YouTube: ⁠https://www.youtube.com/thisweekin⁠

Instagram: ⁠https://www.instagram.com/thisweekinstartups⁠

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Subscribe to the Founder University Podcast: ⁠https://www.founder.university/podcast⁠

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Subscribe to This Week in Startups on Apple: ⁠⁠https://rb.gy/v19fcp⁠

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