Liquidity Summit Talks: Antonio Gracias and Gavin Baker | E1990
This Week in Startups
Jason Calacanis
4.2 • 1.4K Ratings
🗓️ 7 August 2024
⏱️ 75 minutes
🧾️ Download transcript
Summary
This Week in Startups is brought to you by…
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Todays show:
Alex leads us into two great talks from Liquidity Summit 2024.
First Jason sits down for a one-on-one with Valor’s Antonio Gracias (1:38), followed by a great talk with Gavin Baker of Atreides (39:01)
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Timestamps:
(0:00) Teaser of today’s Liquidity Summit talks from Alex.
(1:13) Alex kicks off the show.
(1:38) Valor’s Antonio Gracias joins Jason
(4:26) Unbiased data and business models in AI
(10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(11:14) Achieving AGI and robots in real-world applications
(14:26) Venture capital dynamics and innovation
(18:09) Athena case study: Investor operational support
(22:05) CommandBar - Visit https://www.commandbar.com/twist to get a custom live demo.
(23:04) Traditional venture playbook and crossover hedge funds
(28:33) US balance sheet implications and emerging entrepreneurship regions
(33:39) Immigration policy's role in recruitment
(36:19) Investing in socially impactful companies
(38:09) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
(39:01) Atreides Management’s Gavin Baker joins Jason
(47:38) The importance of investing in relationships
(54:32) Resilience in public equity investing and learning from failure
(1:00:29) AI adoption differences between startups and enterprises
(1:02:32) America's innovation through resilience and immigration
(1:03:43) Google and Apple's AI strategies and infrastructure
(1:11:32) Meta's strategic moves in search and the metaverse
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Check out Valor: https://www.valorep.com/
Check out Atreides: https://atreidesmgmt.com/
Follow Antonio:
LinkedIn: https://www.linkedin.com/in/antonio-p-gracias
Follow Gavin:
LinkedIn: https://www.linkedin.com/in/gavinbaker-portfoliomanager/
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(22:05) CommandBar - Visit https://www.commandbar.com/twist to get a custom live demo.
(38:08) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
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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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Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hey everybody, welcome back to this week in startups. |
| 0:02.7 | This is Alex and I have a treat for you today. |
| 0:05.5 | Earlier this year, we hosted our liquidity summit in Napa, California. |
| 0:09.5 | I flew out, it was absolutely fantastic. |
| 0:12.2 | And then a couple weeks ago, we shared two of the talks here |
| 0:15.2 | on the podcast. You all absolutely loved it and asked for more. So who am I to disappoint? |
| 0:20.8 | I have two more talks from that event for you today and they are |
| 0:24.7 | amazing. This weekend startups is brought to you by |
| 0:29.6 | Square Space. Turn your idea into a new website. |
| 0:33.2 | Go to Squarespace.com slash Twist for a free trial. |
| 0:37.2 | When you're ready to launch, use offer code Twist to save 10% off your first purchase of a website or domain. |
| 0:44.0 | Command Bar. |
| 0:45.0 | Seemlessly integrate an AI-powered guide into your software, |
| 0:49.0 | making navigation intuitive and interactive. |
| 0:52.0 | Visit commandbar.com |
| 0:53.4 | slash Twist to get a custom live demo |
| 0:56.2 | and Brex the financial stack founders can bank on. |
| 1:01.1 | Brex knows Cash is King for startups, so they built a banking experience that takes every dollar further. |
| 1:07.0 | Get the business bank account trusted by one in three US startups at Brex.com slash Twistcom. So first up we're going to hear from Antonio Grasius from Valor Equity Partners. |
| 1:18.5 | You may know Antonio for his time on the boards of SpaceX and Tesla, but more recently Valor put a lot of money into the |
| 1:26.0 | six billion dollar X-A-I round, and he sat down with Jason to talk about that and a host of other topics. |
| 1:33.4 | Valor is a big name. |
... |
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