Tomasz Tunguz and David Clark on how to invest in AI and Q1 2024 startup valuations | E1930
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Todays show:
David Weisburd hosts David Clark, Tomasz Tunguz, and Jason Calacanis to discuss the new YC class (1:59 ), startup valuations (19:34 ), the investment landscape (30:17 ), and more!
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Timestamps:
(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 http://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 http://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 https://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
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Mentioned on show:
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Follow David Clark:
X: https://twitter.com/daveclark85
LinkedIn: https://www.linkedin.com/in/david-clark-6678b6b/
Check out VenCap: https://www.vencap.com/
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Follow Tomasz Tunguz:
X: https://twitter.com/ttunguz
LinkedIn: https://www.linkedin.com/in/tomasztunguz
Check out Theory Ventures: https://theory.ventures
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(9:36 ) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(29:01 ) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(39:20 ) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
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Great 2023 interviews: Steve Huffman, Brian Chesky, 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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Subscribe to the Founder University Podcast: https://www.founder.university/podcast