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Apr 2024
1h 11m

Redpoint Ventures and Stepstone Group on...

Jason Calacanis
About this episode

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Todays show:

David Weisburd hosts Logan Bartlett, Hunter Somerville, and Jason Calacanis to discuss the fundraising market (3:07), M&A (26:45), Google’s huge investment in generative AI (58:15), and much more!

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Timestamps:

(0:00) David Weisburd intros Logan Bartlett, Hunter Somerville, and Jason Calacanis

(3:07) Tiger's recent fund and fundraising indicators

(11:55) HubSpot’s Chatbot Builder - https://clickhubspot.com/s0u https://clickhubspot.com/mfx

(13:26) The challenges and realities of venture capital

(25:14) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at https://www.devsquad.com/twist

(26:45) Startup acquisitions, due diligence, and unethical behaviors in the industry

(31:27) Selling partial positions in startups and structuring the selling of shares

(37:18) Mercury - Join 100K+ startups banking with Mercury at http://www.mercury.com⁠

(38:20) Cendana and Kline Hill’s $105M fund to buy stakes in seed VC funds

(46:59) The correlation between capital consumption and equity value, and the dangers of excess capital

(54:28) The role of private equity in tech M&A and the future of tech IPOs

(58:15) Google's $100 billion investment in AI and competition in the AI ecosystem

(1:06:30) The challenge of capacity in seed stage investing and the value of a strong community in portfolio management

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Follow Logan:

X: https://twitter.com/loganbartlett

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

Check out: https://www.redpoint.com

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Follow Hunter:

LinkedIn: https://www.linkedin.com/in/hunter-somerville-2a24117

Check out: https://www.stepstonegroup.com/

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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

Instagram: ⁠https://www.instagram.com/jason⁠

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

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Thank you to our partners:

(11:55) HubSpot’s Chatbot Builder - https://clickhubspot.com/s0u https://clickhubspot.com/mfx

(25:14) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at https://www.devsquad.com/twist

(37:18) Mercury - Join 100K+ startups banking with Mercury at http://www.mercury.com⁠

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Check out the Launch Accelerator: https://launchaccelerator.co

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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

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Check out Jason’s suite of newsletters: https://substack.com/@calacanis

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Follow TWiST:

Substack: https://twistartups.substack.com

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

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TikTok: https://www.tiktok.com/@thisweekinstartups

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