Deven Parekh and Woody Marshall discuss the current state of growth in the market, the challenges faced by companies with slow growth and high burn, and the correlation between revenue and profitability. They also debate Clavio's market cap and growth rate, and delve into their investment strategies and viewpoints on stock prices.

Deven Parekh, Managing Director at Insight Partners, discusses navigating uncertain global markets. He highlights why gross retention outperforms net retention and the nuances of AI adoption compared to past tech cycles. Deven also sheds light on the challenges facing European tech, the appeal of U.S. corporate structures for international entrepreneurs, and Israel's innovative market dynamics. Delving into trade policies, he explores their effects on investment strategies while sharing insights on the controversial role of GLP drugs in American healthcare.

Deven Parekh of Insight Partners joins Jason to discuss navigating markets during the dot com era and the pandemic. (1:50) Then they discuss "venture tourists" and cleaning up cap tables before wrapping up with a look back at some of Deven's winning investments. (20:04) (0:00) Jason kicks off the show (1:50) Experiencing the dot com burst (10:14) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free. (11:36) Comparing Web 3.0 and the dot com era + navigating the markets during the pandemic (18:40) Cast.ai - Get a free cloud cost audit with a personal consultation at https://cast.ai/twist (20:04) Venture Tourists (29:30) Unfavorable preference stacks (37:07) Acquire.com - Sign up for FREE at https://try.acquire.com/twist (38:32) Cleaning a cap table (47:57) Looking back at Deven’s investments FOLLOW Deven: https://twitter.com/djparekh FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood