Liquidity E11: Tomasz Tunguz and David Clark on how to invest in AI and Q1 2024 startup valuations
Todays show:
David Weisburd hosts David Clark, Tomasz Tunguz, and Jason Calacanis to discuss the new YC class (1:59), startup valuations (16:44), the future of AI startups (27:02), and more!
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(0:00) David Weisburd intros David Clark, Tomasz Tunguz, and Jason Calacanis
(1:59) The latest YC class and rise of AI startups
(12:48 Analogy of LPs, GPs, and startups and key characteristics of a promising startup
(16:44) Impact of rising startup valuations and regulatory issues
(27:02) Tomasz Tunguz's journey to raising his fund and the challenges of the VC industry
(35:18) Personality types in venture capital and handling company wind downs
(43:06) VC’s moving out and the challenge of picking the right company to invest in
(53:53) Active reserves management
(1:03:34) Lightning round: Top 3 investments
Mentioned on show:
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Follow David Clark:
X: https://twitter.com/daveclark85
LinkedIn: https://www.linkedin.com/in/david-clark-6678b6b/
Check out VenCap: https://www.vencap.com/
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Follow Tomasz Tunguz:
X: https://twitter.com/ttunguz
LinkedIn: https://www.linkedin.com/in/tomasztunguz
Check out Theory Ventures: https://theory.ventures
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Follow Jason: