E17: Sequoia & the Hewlett Foundation on VCs NOT raising funds, Cisco's $1B AI fund, and more!

Today's show:
David Weisburd hosts Konstantine Buhler, Ana Marshall, and Jason Calacanis to discuss VCs not raising new funds, Cisco's $1 billion AI fund, and more!
Timestamps:
(0:00) David Weisburd intros Konstantine Buhler, Ana Marshall, and Jason Calacanis
(1:28) VCs not raising new funds, market impact, and the current state of venture capital
(3:56) Challenges for new fund managers, power laws, and investment strategies
(9:02) Capital deployment, returns, and portfolio assessment
(14:28) Emerging managers and market trends
(26:57) Cisco's $1 billion AI fund
(32:09) AI applications and business models
(44:45) Investment strategies for M&A vs. IPO
(47:38) Lightning round on latest investments
Follow Konstantine:
X: x.com/KostaBuhler
LinkedIn: / konstantinebuhler
Check out: www.sequoiacap.com
Follow Ana:
LinkedIn: / ana-marshall-b072136
Check out: hewlett.org
Follow David:
X: / dweisburd
LinkedIn: / dweisburd
Check out: 10xcapital.com
Follow Jason:
X: / jason
LinkedIn: / jasoncalacanis
Listen on:
Apple Podcasts: podcasts.apple.com/us/podcast...
Spotify: open.spotify.com/show/2T64Phe...
Follow on X: x.com/liquiditypod