01: State of Venture Capital 2024 with Arjun Arora

(00:00) - 01: State of Venture Capital 2024 - Arjun Arora

(00:49) - Guest: Arjun Arora on the State of Venture Capital 2024

(01:24) - Arjun's Founder Background

(03:03) - Format One and how they help founders

(04:41) - Are Mega-deals only happening in AI?

(06:07) - How should early-stage investors consider exit strategy?

(08:02) - Is AI coming for venture capitalists?

(10:36) - Social signals inform investors about founders AND teams

(11:51) - Later-stage investors use prior investors as a signal

(13:57) - Are crowd-funded companies legit investments?

(16:01) - Do funds focused on a niche limit returns and increase risk?

(22:25) - Don't go chasing Unicorns?

(26:41) - Where's crypto and blockchain?

(27:27) - Do founders want to do one-and-done raises?

(29:17) - Can seed funds less power law, higher average outcomes?

(31:45) - Will AI generate returns for investors?

(33:35) - Advice for founders in this market environment

(35:21) - Key Take aways: What we learned from Arjun's report for our own seed investing strategies

(43:00) - Outro