Tomasz Tunguz and David Clark on how to invest in AI and Q1 2024 startup valuations | E1930

(00:00) David Weisburd intros David Clark, Tomasz Tunguz, and Jason Calacanis
(1:59) The latest YC class and rise of AI startups
(9:36) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at www.Squarespace.com/TWIST
(10:55) Role of the founding team in AI startups
(19:34) Startup valuations and the changing landscape of seed deals and Series A rounds
(29:01) OpenPhone - Get 20% off your first six months at www.openphone.com/twist
(30:17) Tomasz Tunguz’s journey to raising his fund and the challenges of the VC industry
(37:32) Personality types in venture capital and handling company wind downs
(39:20) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at claconnect.com/tech
(40:52) VC’s moving out and the challenge of picking the right company to invest in
(59:27) Active reserves management
(1:09:00) Lightning round: Top 3 investments
Subscribe to This Week in Startups on Apple: rb.gy/v19fcp
Mentioned on show:
motherduck.com
arbitrum.io
www.omni.co
www.podengine.ai
www.getrecall.ai
newcomergames.com
Follow David Clark:
X: / daveclark85
LinkedIn: / david-clark-6678b6b
Check out VenCap: www.vencap.com/
Follow Tomasz Tunguz:
X: / ttunguz
LinkedIn: / tomasztunguz
Check out Theory Ventures: theory.ventures
Follow Jason:
X: / jason
LinkedIn: / jasoncalacanis
Thanks to our partners:
(9:36) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at www.Squarespace.com/TWIST
(29:01) OpenPhone - Get 20% off your first six months at www.openphone.com/twist
(39:20) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at claconnect.com/tech
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[@dweisbur]

Hope you enjoyed the episode. What would you like to see in next week's episode? - David W.

[@casanico2082]

The mode where I can exit KZbin but the video still plays in small window format.

[@dweisbur]

@@casanico2082working on it 🫡

[@Apex99381]

You think $1 million is impressive?? (Read my description)

[@mail22]

how's your tooth JCal?

[@UnsaltedCashew38]

His teeth are fine, he snubbed the All In guys because they just bust his balls and are kinda toxic. JCal does better in these other pods.

[@J35Y1]

​@@UnsaltedCashew38what happened exactly? I didnt catch the drama

[@UnsaltedCashew38]

@@J35Y1 Watch the first few minutes of this week's All-In Podcast. They explain why JCal wasn't able to join.