How to manage competing portfolio companies (VC School) + Energy Impact Partners' Shayle Kann (Climate) | E1448

This Week in Startups

Jason Calacanis

Technology

4.4 • 1.3K Ratings

🗓️ 1 May 2022

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Sunday double-header. First, in VC Sunday School Jason discusses competing companies in the portfolio, when it's ok, when it's not and how to manage issues in good faith (01:52). Then, in This Week in Climate Startups, Molly interviews Energy Impact Partners' Shayle Kann (19:42) about "Deep Decarbonization," the carbon management industry (33:37) and more.

00:00 Jason and Molly intro today’s show
01:52 VCSS: Can you invest in competing companies? Where to draw that line?
11:55 iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
13:11 When to give a “no” to a company
19:42 TWiCS with Shayle Kann
22:19 Cyvatar - Get your first 2 months free at https://cyvatar.ai/twist
23:35 Deep Decarbonization
32:21 Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
33:37 Defining the Carbon Management Industry
49:18 The nuts and bolts of Shayle’s fund
56:57 Shayle’s podcasts: Carbon Copy and Catalyst

Check out Energy Impact Partners: https://www.energyimpactpartners.com

FOLLOW Shayle Kann: https://twitter.com/shaylekann
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood

Transcript

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0:00.0	Hey, everybody, welcome to Sunday.
0:02.5	Hey, Molly, how are you doing? Happy Sunday.
0:04.8	Sunday. Happy Sunday, everybody.
0:06.2	Enjoy your day of rest and what I'm calling our day of learning because we have
0:11.0	VCs Sunday School today. Awesome. Yeah, we're going to talk about
0:16.0	conflicts for VCs. How do you manage meeting with a dozen companies in the same vertical
0:22.2	and some of them being competitors? And then how do you manage
0:25.6	when one company or portfolio then hivots their idea and then maybe becomes competitive
0:29.7	with another company or portfolio? And can VCs invest in competitive companies?
0:33.7	We're going to hash it out for about 15 minutes. Yeah, it's good stuff.
0:36.8	Wendy, you have to put up that big, big wall. And then I explore.
0:40.4	I'm very excited about landing this interview with ShaleCon of Energy Impact Partners.
0:44.4	He also hosts the pretty popular among climate nerds like me podcast called Catalyst.
0:48.6	We're talking about the core challenges of deep,
0:51.2	decarbonization. It's nerdy. It's a nerdy climate tech talk.
0:55.6	All right. It's going to be a great episode.
0:57.7	Stick with us. This week in startups is brought to you by
1:01.9	iTrust Capital. Did you know that you can invest in crypto through your retirement account
1:07.1	and still get the same tax advantages as a traditional IRA?
1:11.2	Visit iTrust.Capital slash twist to start investing today.
1:16.5	Syvatar. Implementing cyber security for your startup can feel overwhelming and expensive.
1:22.7	But it doesn't have to be that way. Syvatar is startup friendly,
	...

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