
 Panic with Friends - Howard Lindzon Jeff Richards of GGV Capital on Finding Growth in the Current Market Malaise (EP.253)
 May 11, 2023 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  21  22  23 
 Introduction 
 00:00 • 2min 
 Jeff Richards on the Cloud 
 01:44 • 2min 
 The First Time I've Been Through a Protracted Downturn 
 03:43 • 2min 
 The Psychology of Inflation 
 05:41 • 2min 
 The Future of AI 
 07:17 • 2min 
 The Future of Marketing 
 09:39 • 2min 
 The Future of Technology 
 12:03 • 3min 
 The Importance of Taking a Year Off 
 15:07 • 2min 
 The Importance of Playing Tennis 
 16:53 • 3min 
 The Challenge of Capital in the Market 
 19:30 • 2min 
 The Importance of DPI and IRR in Venture Capital 
 21:47 • 3min 
 The Importance of PropTech in the Real Estate Market 
 24:39 • 3min 
 The Challenges of Travel at Scale 
 27:14 • 3min 
 The Future of Fintech 
 30:10 • 3min 
 Zuck's Generation of Generative AI 
 32:46 • 3min 
 How to Be a Bearish Investor 
 35:19 • 4min 
 The Rise of Software Companies in the Public Markets 
 39:07 • 4min 
 The Importance of Capital in Startups 
 42:50 • 3min 
 The Pendulum Is Switched 
 45:34 • 2min 
 The Future of Corp Dev 
 47:12 • 2min 
 The Future of Finance 
 49:25 • 2min 
 The Importance of Regulatory Reform in Healthcare 
 51:14 • 2min 
 The Future of Social Leverage 
 53:08 • 2min 
