VC market overview, Vision Fund impact, Amazon's core businesses & more with Acquired | E1530
This Week in Startups
Jason Calacanis
4.2 • 1.4K Ratings
🗓️ 10 August 2022
⏱️ 85 minutes
🧾️ Download transcript
Summary
Acquired's Ben Gilbert and David Rosenthal join the show to discuss how they think about public market investments (1:43), VC token sales (27:25), a VC market overview (45:40), the Vision Fund's impact on Silicon Valley (1:00:33), and Amazon's core pillars! (1:13:21)
(0:00) Jason intros today's guests and topics: Crossover Pod with Acquired!
(1:43) Private markets overview, Jay Trading, Ben's investment thesis for TSMC and Shopify
(13:44) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(14:52) Jason makes two live Jay Trades, better solutions for employee stock options
(26:14) Dell - Apply for Dell for Startups and get an additional 10% off Dell Latitude products at https://dell.com/twist
(27:25) Crypto regulation, VC token sales
(39:33) Zapier - Try for free today at https://zapier.com/TWIST
(41:02) The burden of going public, final ideas on digital asset regulation
(45:40) Major takeaways from PitchBook's Q2 US VC Monitor: exit value collapse, deal volume down, seed not impacted as much, signs of life in the early-stage
(1:00:33) Reflecting on Masa's precarious position and the impact that SoftBank's Vision Fund has had on the VC industry
(1:13:21) Ranking the most impressive pillars of Amazon's business: AWS, Prime, marketplace, advertising
Transcript
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| 0:00.0 | Okay, everybody we've got an awesome show for you today acquired Ben Gilbert and David Rosensthal are on the program |
| 0:05.6 | We go super deep on what we're seeing in the venture capital market |
| 0:08.6 | We cover a bunch of the crypto VC stuff and how token investments should happen |
| 0:13.6 | We also break down some crazy stats from pitch books Q2 US venture monitor |
| 0:18.3 | We dive into Amazon and they're incredible businesses and it turns out Ben has been doing some J trading himself |
| 0:24.8 | And he tells me about two really interesting companies |
| 0:28.5 | And then I make a snap decision do I J trade live on the air with Ben Gilbert find out today on the show |
| 0:34.8 | This week in startups is brought to you by |
| 0:37.4 | Embrokers startup insurance program help startups secure the most important types of insurance at a lower cost and with less hassle |
| 0:46.4 | Save up to 20% off of traditional insurance today at embroker.com slash twist while you're there |
| 0:54.4 | Get an extra 10% off using offer code twist |
| 0:57.7 | Delphor startups provides key solutions for all your startup needs a dedicated tech advisor will get to know your business goals and deliver |
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| 1:14.8 | 10% off all Dell latitude products at Dell dot com slash twist and |
| 1:22.4 | Zapier is the easiest way to automate your work see for yourself by teams at air table drop box hub spot |
| 1:30.3 | Zendesk and thousands of other companies use Zapier every day to automate their businesses try Zapier for free today at |
| 1:39.7 | Zapier dot com slash twist |
| 1:43.8 | All right, so here we go. I love having the boys on to talk shop and as you know |
| 1:48.0 | They have a great podcast called the quarry go ahead and search for that David is running kindergarten ventures and I am an LP |
| 1:55.2 | That's right |
| 1:56.7 | David where am I at? What's my moick? What's my what's the IRR am I 5x my cash on cash? I'm like 10x cash on cash |
| 2:04.8 | Daddy needs a new Tesla. What do you got for me? Well, we raised the fund in um q1 2022 |
... |
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