David Weisburd hosts Apurva Mehta, Jack Altman, and Jason Calacanis to discuss Sam Altman’s huge investment wins (00:32), the role of SPVs (12:10), CalPERS increasing their exposure to venture (21:25), and liquidation preferences (39:47).

Timestamps:

(0:00) David Weisburd intros Apurva Mehta, Jack Altman, and Jason Calacanis (0:32) Reddit's IPO and Sam Altman's investment success (5:52) Apurva's investment strategy and thoughts on fund size and portfolio strategy (12:10) The role of SPVs and the importance of trust in the investment ecosystem (21:25) CalPERS and pension funds increasing their exposure to venture capital and private equity (23:17) Is it a good time to invest in venture? (36:53) Fundraising and decision-making processes (39:47) Higher liquidation preferences at the later stage (49:32) Rapid fire segment on recent investments

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Mentioned on the show:

https://www.retellai.com

https://www.heygen.com

https://www.owner.com

https://www.foundationhealth.com

https://peregrine.io

https://www.marvl.io

https://getprops.ai

https://www.arkitask.ai

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Follow Apurva:

X: https://twitter.com/mehtaaapurva

LinkedIn: https://www.linkedin.com/in/apurvaamehta/

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Follow Jack:

X: https://twitter.com/jaltma

LinkedIn: https://www.linkedin.com/in/jackealtman/

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Follow David:

X: ⁠https://twitter.com/DWeisburd⁠

LinkedIn: ⁠https://www.linkedin.com/in/dweisburd⁠

Check out: ⁠https://10xcapital.com

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Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis