Sequoia & the Hewlett Foundation on VCs NOT raising funds, Cisco's $1B AI fund, and more! | E1973

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Todays show:

David Weisburd hosts Konstantine Buhler, Ana Marshall, and Jason Calacanis to discuss VCs not raising new funds (3:04), Cisco's $1 billion AI fund (31:36), and more!

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Timestamps:

(0:00) David Weisburd intros Konstantine Buhler, Ana Marshall, and Jason Calacanis

(3:04) VCs not raising new funds, market impact, and the current state of venture capital

(5:32) Challenges for new fund managers, power laws, and investment strategies

(10:38) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist⁠

(12:01) Capital deployment, returns, and portfolio assessment

(17:28) Emerging managers and market trends

(29:57) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.

(31:36) Cisco's $1 billion AI fund

(40:06) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist

(41:21) AI applications and business models

(50:27) Investment strategies for M&A vs. IPO

(53:19) Lightning round on latest investments

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Follow Konstantine:

X: https://x.com/KostaBuhler

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

Check out: https://www.sequoiacap.com

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Follow Ana:

LinkedIn: https://www.linkedin.com/in/ana-marshall-b072136

Check out: https://hewlett.org

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Follow David:

X: ⁠⁠https://twitter.com/DWeisburd⁠⁠

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

Check out: ⁠⁠https://10xcapital.com

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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:

(10:38) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist

(29:57) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.

(40:06) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.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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