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Transparent Venture Capital by Tribe Global Ventures

Tribe Talkin' Ep 28: Southstart! Employment Hero vs Hostplus. Man Baby Sues OpenAI. Venture Debt Myths. ESOPs. Crossing The Chasm.

Transparent Venture Capital by Tribe Global Ventures

Tribe Global Ventures

Investing, Business:investing, Business, Entrepreneurship

51 Ratings

🗓️ 8 March 2024

⏱️ 55 minutes

🧾️ Download transcript

Summary

In todays episode of Tribe Talkin':  We're at Southstart! Bitcoin all time highs. And so is Gold.  Employment Hero vs Hostplus. (Capital Brief: Bronwen Clune). Elon sues OpenAI Lawyers in Elon's pay case want US$6 Billion.  One Ventures breaks down venture debt myths.  Raising season is open.  Raid fire capital raises. How long it takes to get to certain points of investments. ESOPs can make life difficult. (Capital Breif: Dan Van Boom).  Secondary sales at Hopin. (AFR: Nick Bonyhady) Crossing the chasm.  [email protected]

Transcript

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0:00.0

It's the South Star episode given we're doing it from Adelaide.

0:12.0

Yes, I was going to say live from our hotel rooms, but it's pre-recorded. Live enough.

0:16.0

We shared what we've been enjoying with stuff. It's still going. We've got another day, so we're heading out there.

0:21.5

Discussed a bit of listener feedback.

0:23.0

Jack does in fact still have a girlfriend.

0:25.3

But then we followed up with a few charts and discussed Bitcoin.

0:28.6

And we touched on Employment Hero, having a bit of a TIF with Host Plus,

0:33.7

some in employment platforms.

0:35.7

We talked about Elon, also hitting out at Open AI and wanting to see them, which you'd probably

0:42.6

be a bit of a grumble bear as well as you had a $50 billion pay packet knocked out and

0:48.7

then the lawyers who won that case then asking for $6 billion.

0:53.6

Then we touched on an article from One Ventions,

0:56.2

which breaks down the venture debt myths.

0:58.2

Breaking down some misconceptions that I've certainly had,

1:02.2

so that was really great.

1:03.3

Then we talked about this data set that you found on these charts,

1:06.4

about VC interaction with pitch decks

1:09.8

as a bit of an indicator of what we're seeing too that

1:12.1

deal flow is up, investment activity is up and more VCs are looking at more pitch decks.

1:17.6

That was actually some really smart content marketing so we unpacked that and then we did

1:21.9

some rapid fire going through some Australian raisins that have occurred recently.

1:31.0

Then touched on how long it takes to get to a certain point of investment.

...

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