Liquidity

E16: AI investments, VC ecosystem geography, and VC hypocrisy

May 30, 2024

Jaime Matus, Michael Eisenberg, and Jason Calacanis discuss AI investments, VC hypocrisy, and the impact of geography on the VC ecosystem. They delve into overfunded startups, price discipline, managing diverse portfolios, and the changing role of VCs. The podcast explores the rise of AI investments in non-AI startups, evolving valuation models, and navigating founder relationships. They also touch on fundraising rankings by ecosystems, New York's FinTech dominance, and the emergence of new startup hubs.

01:04:07

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Episode guests

Jaime Matus

Michael Eisenberg

Jason Calacanis

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

AI investments drive industry transformation with proprietary data sets.

Emerging AI trends focus on hardware, semiconductors, and vertical applications.

Geographical diversity in VC investments challenges Silicon Valley's dominance, emphasizing ecosystem strength.

Deep dives

Strategic Focus on AI Investments

The podcast discusses PitchBook's data on the significant capital investments in AI. It highlights the importance of unique AI applications such as vertical platforms and autonomous machines. Strategies for AI investment are explored, focusing on transforming existing industries and proprietary data sets for competitive advantage.

Introduction

2min

Upcoming Conference for GPs and LPs in Napa

2min

Exploring AI Investments and VC Landscape

9min

Exploration of AI Investments and Market Dynamics

5min

Evolving Valuation Models and Tech Industry Trends

32min

Navigating Founder Relationships and Feedback in Venture Capital

2min

Ecosystem Fundraising Rankings and Geographic Impact on VC

13min

Todays show:

David Weisburd hosts Jaime Matus, Michael Eisenberg, and Jason Calacanis to discuss AI investments and the potential washout of overfunded startups. They also touch on VC hypocrisy, and the role of geography in the VC ecosystem.

Timestamps:

(0:00) David Weisburd intros Jaime Matus, Michael Eisenberg, and Jason Calacanis

(4:11) Pitchbook data summarizing the total amount of capital invested in AI

(18:48) Comparing AI trends with the dot-com bubble and the paradox of monetizing attention

(24:58) Veteran VCs' concerns and the importance of price discipline

(33:27) Managing a diverse portfolio and challenges in VC

(42:18) The impact of new venture firms and the changing role of VCs

(50:12) The role of geography in the VC ecosystem and the changing dynamics of startup Locations

Follow Jaime:

X: https://x.com/JaimeMatusVC

LinkedIn: https://www.linkedin.com/in/jaime-matus

Check out: https://www.invariantes.com