Sequoia & the Hewlett Foundation on VCs NOT raising funds, Cisco's $1B AI fund, and more! | E1973
This Week in Startups
Jason Calacanis
4.2 • 1.4K Ratings
🗓️ 27 June 2024
⏱️ 67 minutes
🧾️ Download transcript
Summary
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
Eight Sleep. Good sleep is the ultimate game changer. The newest generation of the pod, the Pod 4 ultra has arrived. Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist.
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Todays show:
David Weisburd hosts Konstantine Buhler, Ana Marshall, and Jason Calacanis to discuss VCs not raising new funds (3:04), Cisco's $1 billion AI fund (31:36), and more!
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Timestamps:
(0:00) David Weisburd intros Konstantine Buhler, Ana Marshall, and Jason Calacanis
(3:04) VCs not raising new funds, market impact, and the current state of venture capital
(5:32) Challenges for new fund managers, power laws, and investment strategies
(10:38) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(12:01) Capital deployment, returns, and portfolio assessment
(17:28) Emerging managers and market trends
(29:57) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
(31:36) Cisco's $1 billion AI fund
(40:06) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(41:21) AI applications and business models
(50:27) Investment strategies for M&A vs. IPO
(53:19) Lightning round on latest investments
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Follow Konstantine:
LinkedIn: https://www.linkedin.com/in/konstantinebuhler
Check out: https://www.sequoiacap.com
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Follow Ana:
LinkedIn: https://www.linkedin.com/in/ana-marshall-b072136
Check out: https://hewlett.org
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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:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(10:38) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(29:57) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
(40:06) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
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Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, 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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Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Is there an advantage to being AI native architecture versus traditional software SAS architecture with an AI feature? |
| 0:10.0 | In other words, are we disrupting a generation of SAS with AI native applications? |
| 0:16.0 | That to me is the critical thing. |
| 0:18.0 | The hyperscalers will have a business model, like you say, whether it's inference as a service, |
| 0:24.8 | workload as a service, they will figure it out. But it's everything else that the venture |
| 0:29.6 | ecosystem is funding and has funded over the last six years. That is where I'm trying to figure out the |
| 0:36.4 | technical assistance and that is what Constantine and I talk about. |
| 0:40.5 | This weekend startups is brought to you by |
| 0:44.0 | Open Phone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. |
| 0:51.0 | Twist listeners can get an extra 20% off any plan for |
| 0:55.8 | your first six months at openphone.com slash twist. |
| 1:00.3 | 8 sleep. Good sleep is the ultimate game changer. |
| 1:04.8 | The newest generation of the pod, the pod 4 Ultra, has arrived. |
| 1:09.8 | Head to 8 Sleep.com slash Twist and use code Twist to get $350 off the Pod4 Ultra. |
| 1:17.1 | And Dev Squad. |
| 1:19.9 | Most Dev agencies only offer developers. |
| 1:24.0 | Why? |
| 1:25.0 | Because product management is hard. |
| 1:27.0 | Get an entire product team for the cost of one U.S. developer plus 10% off at Dev Squad.com slash twist. |
| 1:35.8 | Welcome back to this week's liquidity podcast. |
| 1:38.6 | With me today I have Constantine Buehler from Sequoia. |
| 1:42.2 | Next we have Anna Marshall from the Hewlett Foundation. Of course we have |
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