This Week in Startups

Kleiner Perkins and Penn’s Endowment on India, loss ratios, and the rise of secondaries | E1919

Mar 22, 2024

01:10:44

Snipd AI

Exploring India's startup ecosystem, deep dive into Carta's 2018 startup class data, IPOs in the tech industry, analysis of sovereign wealth funds' approach to venture investing, evolving strategies in venture funding, optimizing startup investments for high returns, navigating complexities of VC and tech industry evolution

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Quick takeaways

India's market potential driven by its population and infrastructure

Investors emphasize strategic high-ownership early-stage investments and follow-on strategies

Challenges in M&A and IPO markets call for recalibration and secondary investments for liquidity

Deep dives

The Potential of India as an Investment Frontier

India's vast population, expanding middle class, English-speaking workforce, and improving infrastructure make it an attractive investment destination, according to Mamoon Hamid. With a significant portion of the world's population residing in India and a growing urban population, there is immense market potential. The country's entrepreneurial spirit, diverse markets, and success stories like Flipkart demonstrate unique opportunities for both local and global startups.

India as a Prime Investment Destination

02:41

Capital Dynamics and Opportunities in Venture Ecosystem

03:13

Introduction

2min

India's Infrastructure and Entrepreneurial Ecosystem

12min

Analysis of Sovereign Wealth Funds and their Approach to Venture Investing

2min

Evolving Strategies in Venture Funding and Value Addition

2min

Exploring Venture Strategies and Evolving Ecosystem Dynamics

5min

Optimizing Startup Investments for High Returns

14min

Navigating the Complexities of Venture Capital and Tech Industry Evolution

32min

Investing in Early-Stage Ventures and Navigating Healthcare Challenges

2min

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Todays show:

David Weisburd hosts Mamoon Hamid, Thomas Scriven, and Jason Calacanis to discuss India’s startup ecosystem (2:36), Carta’s 2018 startup class data (25:45), IPOs in the tech industry (41:18), and much more!

Timestamps:

(0:00) David Weisburd intros Mamoon Hamid, Thomas Scriven, and Jason Calacanis

(2:36) India’s startup ecosystem

(8:16) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist

(9:08) Traction and support for Indian startups

(17:29) Sovereign wealth funds and their place in the ecosystem today

(24:15) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist

(25:45) Deep dive into Carta’s 2018 startup class data, loss ratios, and investment strategies

(40:04) Gelt. It’s time to take control over your taxes. Visit https://joingelt.com/twist now.

(41:18) The future of M&A and IPOs in the tech industry

(49:51) The rise of the secondary market

(1:07:09) Rapid-fire segment on recent investments