Venture returns, recovering startups, and VC conflicts | E1995

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Todays show:

Alex Wilhelm joins Jason to discuss venture capital fund performance (15:02), potential big tech breakups (41:14), SF Standard piece analysis on Ben and Felicia Horowitz (47:04), startup shutdowns (1:11:28), and more!

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Timestamps:

(0:00) Jason and Alex kick off the show

(5:31) Discussion on productivity and browsers with ChatGPT-4

(10:21) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist

(11:54) Debate on regulations in the U.S.

(15:02) Deep dive into venture capital fund performance, IRR, and DPI

(25:37) Strategy of David Clark's fund of funds

(27:16) Realities of investing in venture capital

(30:02) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(30:53) Venture capital performance impact on LPs and future fundraising

(34:23) Consequences for new and small venture firms

(39:24) Fundrise - Sign up today at https://fundrise.com/TWIST

(41:14) Analysis of antitrust issues and potential big tech breakups

(45:29) Search engine market competition strategies

(46:19) Venture capital market stress and its effects on VC behavior

(47:04) SF Standard piece analysis on Ben and Felicia Horowitz

(59:12) Venture capital rivalries and media narratives

(1:03:03) Discussion on US deficit, economic policies, and election outcomes

(1:11:28) Startup shutdowns, failure rates, and positive venture capital data

(1:17:02) Reflections on resilience during tough economic times

(1:20:08) Audience questions

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Mentioned on the show:

https://x.com/daveclark85/status/1825448801672327229

https://sfstandard.com/2024/08/16/felicia-ben-horowitz-party-switch

https://archive.is/xgHUv

https://carta.com/blog/vc-fund-performance-q1-2024

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Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm/

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Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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Thank you to our partners:

(10:21) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist

(30:02) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(39:24) Fundrise - Sign up today at https://fundrise.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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