Liquidity episode 8!
@mamoonha
, Penn Endowment's Thomas Scriven,
@jason
, and
@DWeisburd
---India’s startup ecosystem---
---The future of M&A and IPOs---
---The rise of the secondary market---
new podcast!
(0:00) liquidity episode four, featuring
@Jason
@DWeisburd
@lalayak
@GradyBuchanan
(1:10) VC dry powder levels, cash management strategies
(14:22) VC ratings and the impact of relationships in the venture ecosystem
(29:33) consistent performance of top VCs, how
ICYMI: liquidity episode 3 with a STRONG crew 💪
@dunkhippo33
,
@zachcoelius
,
@Jason
and
@DWeisburd
(0:00) intro!
(2:32) VC funds are growing in size (on average) despite the slow market - do we trust these numbers?
(9:11) exploring the performance of smaller funds vs larger
Liquidity episode six!
(0:00)
@DWeisburd
intros
@BRosenblatt4
,
@michaeldowning
and
@Jason
(00:49) Reddit’s IPO and potential as an advertising business
(14:30) Consumer vs. enterprise AI
(33:49) Sam Altman’s venture capital fund and the future of the AI ecosystem
liquidity episode five!
(0:00)
@DWeisburd
intros
@Jason
,
@msuster
, and
@Samirkaji
(00:46) thoughts on ivp raising $1.3B, and the state of fundraising
(13:32) dpi strategy
(20:13) secondary sales by vcs and best practices when disclosing selling after hitting targets
(25:08)
Episode 16 of Liquidity with
@mikeeisenberg
and
@JaimeMatusVC
!
- Total amount of capital invested in AI
- The washout of overfunded AI startups
- Fundraising rankings by ecosystem
- VC Hypocrisy and more!
New episode with
@eriktorenberg
,
@guyperelmuter
,
@jason
, and
@dweisburd
!
--- Bearish signs for the startup employment market
--- The first one-person unicorn
--- Founders & investors returning to San Francisco ---
Episode 13!
How AI and Remote Work is Coming for your Job
-- The Truth Behind Startup Down Rounds
-- Remote Work's Impact on the Global Job Market
-- CEO Searches Spike Amid Market Changes
-- The Trend of Founders Burning Cash
Liquidity Episode 21
(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
Liquidity Episode 20
(0:00) David Weisburd introduces Dana Johns from New Jersey Treasury’s Division of Investment, Tom Loverro from IVP, and Jason Calacanis
(0:50) Secondary pricing signaling a potential VC recovery
(8:06) Timeframes, returns for secondary funds, and
Liquidity Episode 19
(0:41) DPI, Wiz acquisition, and economic impacts on distributions
(4:18) Consistent vintage exposure and proactive DPI management strategies
(10:46) Sequoia's liquidity approach and LP needs in venture capital
(15:02) The role of emerging managers and
LIQUIDITY EPISODE 17!
@sequoia
's
@KostaBuhler
and
@Hewlett_Found
's Ana Marshall discuss:
(1:28) VCs NOT raising new funds, market impact, and the current state of venture capital
(3:56) Challenges for new fund managers, power laws, and investment strategies
(9:02) Capital
LIQUIDITY EPISODE 18!
(1:13) Vinod Khosla's talk on AI at Collision Conference
(3:31) Tech regulation, AI, and M&A's impact on portfolios
(8:36) Taxation and its impact on VC
(11:24) Trump's stance on H1-B visas and immigration policy
(19:32) Debate on AI partnerships and
Liquidity Episode 9!
This week
@davemcclure
, Jordan Stein,
@jason
, and
@DWeisburd
share insights on
-- the 'Spray and Pray' investment approach
-- portfolio success rates
-- the
@ycombinator
ecosystem.