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This Week in Startups

Sunday VC School: valuation vs. traction matrix + Climate: New Energy Nexus CEO Danny Kennedy | E1356

This Week in Startups

Jason Calacanis

Technology

4.41.3K Ratings

🗓️ 9 January 2022

⏱️ 61 minutes

🧾️ Download transcript

Summary

Welcome to our new Sunday show. Each episode will have two segments, Sunday VC School and Climate startups. First, Jason and Molly discuss early-stage investing including, Jason's valuation vs. traction matrix (1:44) and developing a BS detector (23:03). Then Jason introduces Molly's new climate segment (27:15) and then Molly interviews New Energy Nexus CEO Danny Kennedy (33:38). They discuss what Danny looks for in clean energy investments(37:03)  and more!


Valuation vs. Traction Matrix: https://calacanis.com/2019/03/30/the-valuation-vs-traction-matrix


(00:00) Jason intros the show
(01:44) Sunday VC School - Assessing a minimum viable product
(04:24) Valuation vs. Traction Matrix - https://calacanis.com/2019/03/30/the-valuation-vs-traction-matrix
(12:04) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(13:17) Getting a good price for a reasonable traction
(21:39) Superside - Go to https://superside.com/twist to get $3000 or more in credits when you sign up for an annual subscription
(23:03) Why VCs need to trust their BS detector
(27:15) Jason and Molly introduce Molly's new climate segment
(31:40) Notion - Go to https://Notion.so and use promo code TWIST to get $250 off its annual team plan
(33:38) Molly interviews Danny Kennedy, New Energy Nexus CEO
(37:03) What Danny looks for in clean energy investments
(44:13) What holds people back from investing in climate tech startups
(55:46) Hardware vs. software for climate investing

Check out New Energy Nexus: https://www.newenergynexus.com

FOLLOW Danny: https://twitter.com/dannyksfun
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood

Transcript

Click on a timestamp to play from that location

0:00.0

Hey, everybody. Hey, everybody. It's the Sunday show. Yes, our first Sunday show.

0:04.0

And we're calling these sustainable Sunday episodes two different parts every Sunday for you.

0:09.9

The loyal listeners of this week and startups first.

0:13.0

Molly would is going to bring me some questions about her new job, which is investing in startups.

0:18.3

And we're calling that making a VC or a baby VC. We're going to workshop the idea with y'all.

0:23.5

So after we talk about becoming a VC and today we'll talk about how to, you know,

0:30.7

put a valuation on a company and how to figure out what stage a company is in and your Goldilocks

0:35.1

Zone as an investor. After that, Molly's going to interview somebody who is in the climate space,

0:40.1

who is either building something in climate or investing in solutions to help the planet.

0:44.8

Let's get to work. Stick with us. This week in startups is brought to you by ODO is a fully

0:50.8

customizable and fully integrated suite of business apps that lets you build and scale your stack

0:56.7

as you build and scale your business. Your first app is free forever. And right now,

1:02.0

ODO is offering $1,000 off your first implementation pack at odu.com slash twist.

1:08.9

That's odo.com slash twist.

1:13.6

Superci. Design and creative are crucial for growth. Tech companies like Facebook,

1:19.2

Shopify and Coinbase have found the perfect solution. Superci. Learn how to get quality design

1:25.2

at scale at superside.com slash twist. And notion is one place for notes, docs, projects and

1:33.8

everyday work that goes way beyond a wiki. Go to notion.so and use promo code twist to get $250

1:42.0

off an annual team plan. All right, everybody. I'm going to do a new segment here on the show

1:47.4

for our Sunday edition where I as somebody who's been investing for 11 years and before

1:52.0

that was a journalist, talked to my friend Molly Wood, and cohost about her journey. And she's

1:56.6

in week one of being an investor and has been a journalist for almost the same amount of time I have.

...

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