EP 43: Semil Shah (Partner, Haystack) - The State of Venture, Investing in Figma, Hashicorp, Doordash and Almost Investing in Coinbase

1

Introduction

00:00 • 3min

2

I Was Rejected From a Private Equity Job at Redpoint in 2013

03:18 • 2min

3

What Kind of Consultant Do You Have?

05:01 • 2min

4

Is There a Way to Build an Audience?

07:06 • 2min

5

The All in Podcast

09:12 • 3min

6

I'm So Exposed to Criticism, Right?

12:30 • 2min

7

Red Point - What's the Difference Between Twitter and Real Life?

14:51 • 3min

8

Venture Capital - What Role Does Brand Play in Venture Capital?

17:38 • 3min

9

YC, Sequoia, Vreason, and YB, Which Has Content and Community?

20:38 • 2min

10

Is There Awareness Equal Access?

22:25 • 2min

11

The Most Helpful Elements of Venture Capital, Right?

24:37 • 3min

12

Is There a Flywheel of Access to Capital in LPs?

27:24 • 4min

13

The Biggest Battle Coming Up for Venture Capital?

31:45 • 3min

14

How to Build a Basket of Founders

35:04 • 4min

15

Are You Leading Versus Participating in Initial Investments?

39:07 • 3min

16

Is the Pitch to the Founders a Good Idea?

42:00 • 2min

17

Is Early Stage Investing for You?

43:50 • 3min

18

Investing in the Product Market

46:34 • 2min

19

I've Never Had a Spike, Right?

48:28 • 4min

20

How Do You Spend Your Day or Where Do Your Deals Come From?

52:05 • 2min

21

Investing in Cryptocurrencies

54:15 • 3min

22

How to Prepare for a GPT Three or Open AI?

57:24 • 3min

23

Is There Any Correlation Between Keep Around the Deal and Ultimate Success?

01:00:02 • 3min

24

How Long Will It Take to Raise Crypto Funds?

01:02:40 • 4min

25

LPs - What Do You Do if You're a Manager?

01:06:28 • 2min

26

The Difference Between Getting the Money Back and Seeing It on Your Plate

01:08:34 • 4min

27

LPs - Optimizing the Decision Making Framework

01:12:12 • 2min

28

Is Crypto an Asset Class for Venture Capital?

01:14:40 • 2min

29

What Happened to the Coin Base Investment?

01:16:12 • 4min

30

Uniswap Is a Really Cool Company, I Love the Idea of It

01:19:45 • 2min

31

Podcasts - What's Changed?

01:21:18 • 3min

32

The Podcast Medium - The Unstructuredness of It

01:24:27 • 2min

33

The 43rd Episode of Cartoon Avatars

01:26:02 • 2min