Todays show:
David Weisburd hosts Elad Gil, David York, and Jason Calacanis to discuss recession fears, new investment trends, geographic and talent concentration in the startup sector, and more!
(0:00) David Weisburd intros Elad Gil, David York, and Jason Calacanis
(0:31) Recession fears and their effects on Silicon Valley and startups
(3:47) Economic news impact on AI and SaaS ecosystem slowdown
(7:00) Macro factors affecting startups and advice for founders
(11:04) Excess funding options and the role of financial sponsors
(17:40) Zero-based budgeting at Twitter and early-stage investment strategies
(20:30) Rise of AI programs and the competitive advantage of tech ecosystems
(23:29) Startup culture analogies and the impact of content creation
(27:19) Running accelerator programs and AI's impact on tech stacks
(32:40) FTC ruling on non-competes, liquidity challenges, and private market trends
(40:11) Tax implications, capital costs, and synthetic stock in private companies
(46:07) Delaware section 220 requests and secondary market evolution
(49:19) AI talent, unicorn distribution, and local talent pool impacts
(56:24) Company relocations, workforce distribution, and over-hiring issues
(1:00:20) Return to office movement and the future of remote work dynamics
(1:07:23) Building in-person culture and the importance for AI startups
(1:09:59) Essentialism in venture firms and focusing on winners
Mentioned on the show:
https://www.reuters.com/markets/us/futures-slide-amazon-intel-forecasts-disappoint-jobs-data-awaited-2024-08-02
https://www.boringbusinessnerd.com/post/top-startup-accelerators
Follow Elad:
X: https://x.com/eladgil
LinkedIn: https://www.linkedin.com/in/eladgil
Check out: https://eladgil.com
Follow David York:
LinkedIn: https://www.linkedin.com/in/david-york-2407295
Check out: https://ttcp.com
Follow David Weisburd:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
Listen on:
Apple Podcasts: https://podcasts.apple.com/us/podcast/liquidity/id1729433064
Spotify: https://open.spotify.com/show/2T64PheDtaMDmFH9pS3GgK
Follow on X: https://x.com/liquiditypod
