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.

Jaime Matus, a venture fund of funds manager at Invariantes specializing in AI, joins Michael Eisenberg, a partner at Aleph VC with a wealth of experience in tech investments. They dive into the current AI investment landscape, warning of a possible washout among overfunded startups due to inflated valuations. The discussion also critiques venture capital hypocrisy and explores geographical dynamics within the VC ecosystem, shedding light on how region influences funding strategies and startup success.