5 • 1 Ratings
🗓️ 5 April 2024
⏱️ 90 minutes
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0:00.0 | So today we recapped on some breakthrough Victoria stuff that we discussed last week after a really great article that came from Ronwin-Clune and then we moved into a Macquarie-backed venture that's actually gone into |
0:21.0 | administration with $37 million owed and we talked about some of the challenges of having a |
0:26.7 | big corporate shareholder that has almost a controlling position as well as needing to be very |
0:32.0 | careful with R&D. Then we talked about GoCatch and the court case with Uber where they are alleging some potential |
0:39.8 | corporate espionage or other malicious acts that they claim brought them down. |
0:45.1 | Yeah, this one's going to be quite interesting and hopefully there'll be more to come, |
0:48.9 | which we can loop back on. |
0:50.6 | Then we touched on Task Group who are in line for a hundred million dollar payday. This is a really |
0:56.0 | great success story for a family based out of Sydney. Yeah, that's segueed into some data that's come out |
1:03.7 | that angel investors have fallen below the mean from a growth rate point of view, which means a lot of |
1:10.7 | people that have exited the space |
1:12.0 | are going to miss out on investing in $100 million plus companies. |
1:16.1 | And it was great to see Airtree update their list that showed all of the companies that |
1:21.2 | have reached more than 100 mil valuation. |
1:22.8 | And we talked through that. |
1:23.8 | Yeah, it was a really interesting chart. |
1:25.2 | And then the news from 1013, having appointed a new partner in Sophie Robertson, who was their head of investor relations. Yeah, it was a really interesting chart. And then the news from 1013, having appointed a new |
1:28.0 | partner in Sophie Robertson, who was their head of investor relations and now a partner, and also |
1:33.2 | Joel Pobar joining the team with the remit of looking at the AI deal flow that's coming |
1:38.3 | through. We continued the AI theme and touched on Nick Bonnie Haddy's article, which was titled AI Honeymoon is Over. |
1:46.4 | I feel like the AI honeymoon being over needs its own jingle. |
1:49.2 | And for us, we never actually made the trip given we haven't invested in any AI yet. |
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