Liquidity

Todays show: David Weisburd hosts Elad Gil, David York, and Jason Calacanis to discuss recession fears, new investment trends, geographic and talent concentration in the startup sector, and more! (0:00) David Weisburd intros Elad Gil, David York, and Jason Calacanis (0:31) Recession fears and their effects on Silicon Valley and startups (3:47) Economic news impact on AI and SaaS ecosystem slowdown (7:00) Macro factors affecting startups and advice for founders (11:04) Excess funding options and the role of financial sponsors (17:40) Zero-based budgeting at Twitter and early-stage investment strategies (20:30) Rise of AI programs and the competitive advantage of tech ecosystems (23:29) Startup culture analogies and the impact of content creation (27:19) Running accelerator programs and AI's impact on tech stacks (32:40) FTC ruling on non-competes, liquidity challenges, and private market trends (40:11) Tax implications, capital costs, and synthetic stock in private companies (46:07) Delaware section 220 requests and secondary market evolution (49:19) AI talent, unicorn distribution, and local talent pool impacts (56:24) Company relocations, workforce distribution, and over-hiring issues (1:00:20) Return to office movement and the future of remote work dynamics (1:07:23) Building in-person culture and the importance for AI startups (1:09:59) Essentialism in venture firms and focusing on winners Mentioned on the show: https://www.reuters.com/markets/us/futures-slide-amazon-intel-forecasts-disappoint-jobs-data-awaited-2024-08-02 https://www.boringbusinessnerd.com/post/top-startup-accelerators Follow Elad: X: https://x.com/eladgil LinkedIn: https://www.linkedin.com/in/eladgil Check out: https://eladgil.com Follow David York: LinkedIn: https://www.linkedin.com/in/david-york-2407295 Check out: https://ttcp.com Follow David Weisburd: X: ⁠⁠https://twitter.com/DWeisburd⁠⁠ LinkedIn: ⁠⁠https://www.linkedin.com/in/dweisburd⁠⁠ Check out: ⁠⁠https://10xcapital.com Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Listen on: Apple Podcasts: https://podcasts.apple.com/us/podcast/liquidity/id1729433064 Spotify: https://open.spotify.com/show/2T64PheDtaMDmFH9pS3GgK Follow on X: https://x.com/liquiditypod

Todays show: David Weisburd hosts Dana Johns, Tom Loverro, and Jason Calacanis to discuss secondaries (00:50), VC leverage against startups (19:41), venture capital strategies (25:31), cybersecurity investments (33:07), and more! Timestamps: (0:00) David Weisburd intros Dana Johns, Tom Loverro, and Jason Calacanis (0:50) Secondary pricing signaling a potential VC recovery (8:06) Timeframes, returns for secondary funds, and founders' secondary sales (12:32) Increasing liquidity in private markets (19:41) VC leverage against startups is near an all time high (25:31) Venture capital strategies, succession planning, and valuation in the Goldilocks zone (33:07) Cybersecurity investments, IPO window, and M&A market dynamics (43:08) Lightning round on latest investments Mentioned on the show: https://pitchbook.com/news/articles/aging-vc-funds-secondary-stakes-market-limited-partner-exits https://www.secondariesinvestor.com/blackstone-plans-to-launch-biggest-secondaries-fund-yet https://news.crunchbase.com/cybersecurity/cybersecurity-funding-venture-wiz-ai-cyera Follow Dana: LinkedIn: https://www.linkedin.com/in/danasjohns Follow Tom: X: https://x.com/tomloverro LinkedIn: https://www.linkedin.com/in/tomloverro Check out: https://www.ivp.com Follow David: X: ⁠⁠https://twitter.com/DWeisburd⁠⁠ LinkedIn: ⁠⁠https://www.linkedin.com/in/dweisburd⁠⁠ Check out: ⁠⁠https://10xcapital.com Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Listen on: Apple Podcasts: https://podcasts.apple.com/us/podcast/liquidity/id1729433064 Spotify: https://open.spotify.com/show/2T64PheDtaMDmFH9pS3GgK Follow on X: https://x.com/liquiditypod

Experts Jamie Rhode, Matthew Mulvey, and Jason Calacanis discuss DPI in Silicon Valley, Unicorn founder demographics, LP trends, Sequoia's liquidity strategy, impact of M&A deals, and challenges for emerging managers in VC.

Logan Allin and Neil Datta discuss AI's impact on startups, tech regulation, and H1-B reform. They touch on EU regulations, taxation in VC, Trump's immigration policies, retaining skilled immigrants, Carta data on funding, and more!

Konstantine Buhler, Ana Marshall, and Jason Calacanis discuss VCs not raising funds, challenges for new fund managers, capital deployment, emerging managers, Cisco's $1B AI fund, AI applications, M&A vs. IPO investments, and Lightning round on latest investments

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.

Crypto regulation, AI spending, and immigration in startups are discussed by Mel Williams, Delian Asparouhov, and Jason Calacanis. Topics include top crypto funds, SEC regulations, AI technologies, immigration's impact, and freedom of expression in society.

Joshua Berkowitz, Donald Stalter, and Jason Calacanis discuss Elon Musk's $6B funding for xAI, Sequoia's $6B AI round, PitchBook's report on Emerging Managers, SVB's venture portfolio, impact of investor attitude on founders, lightning round of last 3 investments, and more.

Venture capitalist Jeff Richards, entrepreneur Ryan Denehy, and investor Jason Calacanis discuss down rounds in startups, AI's impact on job availability, and strategies for efficiency amidst market shifts. They analyze AI's potential benefits for businesses, the power of remote work in shaping the global economy, and the importance of deal flow in venture capital. The conversation delves into the skepticism towards AI, the necessity of financial navigation for founders, and the role of offshore hiring in the economy.

Logan Bartlett, Hunter Somerville, and Jason Calacanis discuss fundraising indicators, secondary markets, and Google's investment in AI. They touch on the challenges of venture capital, importance of liquidity, and competition in the AI ecosystem.