Redpoint Ventures and Stepstone Group on VC Deployment, M&A, and Google's AI Strategy | E1934

(0:00) David Weisburd intros Logan Bartlett, Hunter Somerville, and Jason Calacanis
(3:07) Tiger's recent fund and fundraising indicators
(11:55) HubSpot’s Chatbot Builder - • How To Create A Chatbo... clickhubspot.com/mfx
(13:26) The challenges and realities of venture capital
(25:14) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at www.devsquad.com/twist
(26:45) Startup acquisitions, due diligence, and unethical behaviors in the industry
(31:27) Selling partial positions in startups and structuring the selling of shares
(37:18) Mercury - Join 200K startups who use Mercury to operate at their best at mercury.com
(38:20) Cendana and Kline Hill’s $105M fund to buy stakes in seed VC funds
(46:59) The correlation between capital consumption and equity value, and the dangers of excess capital
(54:28) The role of private equity in tech M&A and the future of tech IPOs
(58:15) Google's $100 billion investment in AI and competition in the AI ecosystem
(1:06:30) The challenge of capacity in seed stage investing and the value of a strong community in portfolio management
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Check out: www.redpoint.com
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Check out: www.stepstonegroup.com
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Check out: 10xcapital.com
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Instagram: / jason
LinkedIn: / jasoncalacanis
Thank you to our partners:
(11:55) HubSpot’s Chatbot Builder - clickhubspot.com/s0u clickhubspot.com/mfx
(25:14) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at www.devsquad.com/twist
(37:18) Mercury - Join 200K startups who use Mercury to operate at their best at mercury.com ⁠
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[@dweisbur]

Let the weekend begin! What do you want to see on the next episode?

[@michaelthomson5125]

Many startups will be applying to YC this week and obviously 99% won't get in. It would be good to revisit what are the available options for (1) No traction, (2) Pilot customers, pre-revenue, (3) Minimal revenue etc. Especially with more money flowing into Pre/Seed.

[@KevinFisch]

Try getting alternative viewpoints instead of a bunch of people agreeing with each other as is jcals specialty. why not have some crypto guests?

[@dweisbur]

@@KevinFischwe’ll work on alternative viewpoints. We may do crypto in the future.

[@marthajohnson2775]

Truth: I miss the sound of human voices which is why I listen to podcasts. Although most of the technical terms go over my head the more I listen the more sense it makes. These discussions are enjoyable. Thank you for taking the time to make them!

[@dweisbur]

Thank you for listening!

[@chardonnayboger214]

Hi Jason, long time listener and fan and I’m hoping you can help, I was recently suspended from X. I know you’ve experienced the same. I’m hoping you can give me some advice on how to get someone at X to respond to my appeals? I have had this account for 15 years. I’ve recently built an amazing following and community. For the first time I was going to be able to monetizes all the work I put into this account and then boom. Suspended for no given reason. I had reported an account that was impersonating me but then 20 mins later I was suspended. I’ve had friends tweet on my behalf, written emails and made 60+ appeals. I even applied for a job at X and told them my experience and would like to work there to help them fix this. I’m at a loss as to what is going on there? It’s so sad because I’ve met so many others on Reddit who’ve had the same experience. It’s greatly affecting the mental health of these people that have built X into their lives. So if you can help at all I would greatly appreciated it. Thank you - @ChardonnayBoger