Jason Unplugged: IPO market, WaPo tactics against Dave Portnoy + Live Q&A | E1815
This Week in Startups
Jason Calacanis
4.2 • 1.4K Ratings
🗓️ 23 September 2023
⏱️ 48 minutes
🧾️ Download transcript
Summary
This Week in Startups is brought to you by…
MasterClass. Learn from the world’s best minds - anytime, anywhere, and at your own pace. Get 15% off an annual membership to MasterClass at https://masterclass.com/startups
Masterworks. The first company allowing investors exposure into the blue-chip artwork asset class. TWIST listeners can skip the waitlist by going to https://www.masterworks.com/twist and using promo code TWIST.
Corient - Speak with one of Corient's wealth management advisors today at http://corient.com
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Today’s show:
Jason goes live to break down Cisco acquiring Splunk and what this means for the broader M&A market (3:56), the latest IPO trends (13:50), WaPo tactics against Dave Portnoy (16:14), and questions asked by the live audience (23:52)!
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Time stamps:
(0:00) Jason kicks off the show!
(3:56) Cisco acquires Splunk for $28B
(7:07) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(8:36) Instacart’s IPO and why CPG is a major advertising category
(13:50) IPO trends and what that means for the startup market
(16:14) WaPo tactics against Dave Portnoy
(22:26) Masterworks - Skip the waitlist to invest in fine art using at https://Masterworks.com/twist
(23:52) Questions from live audience: "Do VCs ever go back to previous business trends or does everyone focus exclusively on the it-thing like AI today?”
(26:05) "How do startups outside Silicon Valley access VC funding, or do you just have to make the journey there?”
(27:10) "Heard you say you believe we still have six months of this down market. What makes you arrive at this prediction...?”
(30:57) "Since you invest in so many companies each year, how do you find alpha and separate these startups from each other?”
(33:49) Corient - Speak with one of Corient's wealth management advisors today at http://corient.com
(34:49) Why is Jason doing the cloud kitchen incubator?
(38:19) "Do you believe there should be guardrails on AI or as little regulation as possible to help spur innovation?”
(40:40) " Which areas do you recommend founders to cut burn that impacts growth released?”
(42:24) "Interest is forbidden in Islam, but I really want to invest or create an investment group without interest. Is this possible?”
(44:14) "How do you advise founders to solve disagreements internally?”
(45:39) "What is a book that you've read recently that you would highly recommend?”
(45:56) "Do you think the UK is underperforming when it comes to unicorns and big impact on startups?”
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Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
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Transcript
Click on a timestamp to play from that location
| 0:00.0 | The point of raising interest rates is that they want a certain number of people to lose their jobs. |
| 0:05.4 | It's crazy to say that out loud, but that's the truth. They want unemployment to go up. |
| 0:10.0 | They want unemployment to go up so that the economy cools down and there's not so much money. |
| 0:14.8 | Why would they want to do that? Because inflation is a worse in their mind. |
| 0:18.9 | At a control inflation will do more damage, and that's really where we're at as an economy. |
| 0:24.6 | So nobody can predict this perfectly, but I did predict it would be six quarters plus |
| 0:27.9 | minus two, and here we are in seven and we're turning it around. |
| 0:31.6 | This week in startups is brought to you by Masterclass. Learn from the world's best minds. |
| 0:38.4 | Anytime, anywhere, and at your own pace. Get 15% off an annual membership to Masterclass |
| 0:45.9 | at masterclass.com slash startups. Masterworks is the first company allowing investors exposure |
| 0:53.8 | into the blue chip artwork asset class. Twist listeners can skip the wait list by going |
| 0:59.5 | to masterworks.com slash twist. And Corian. Real wealth requires real solutions. |
| 1:08.5 | Corian provides wealth management services centered around you. For more information, |
| 1:14.8 | speak with an advisor today at Corian.com. |
| 1:18.9 | Hey everybody, welcome to Happy Uniture Boy, J. Cal. Long time, yes, I know. We |
| 1:22.8 | stopped doing live because we had made a decision here at this week in startups when we |
| 1:29.5 | stopped doing news with Molly every day. I wanted to get back to, hey no, I wanted to get back to |
| 1:34.9 | doing more interviews with all stars, two types of all stars. People in the industry, |
| 1:44.4 | like Darmash from HubSpot or Ruleoff from Sequoia, because you all missed that, right? You missed |
| 1:50.5 | those kind of old school. And then I tried to do all the new founders coming out. So we've been |
| 1:57.6 | doing that. We had all star summer. I don't know if you guys have seen Scott from Atlassian or |
| 2:02.4 | Darmash from HubSpot, CEO of MongoDB, Nikesh from Palo Alto Networks. Man, do we get a lot of great |
... |
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