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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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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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