Tomasz Tunguz and David Clark on how to invest in AI and Q1 2024 startup valuations | E1930
David Weisburd hosts David Clark, Tomasz Tunguz, and Jason Calacanis to discuss the new YC class, startup valuations, the future of AI startups, and more!
Key Points
- Jason Calacanis reflects on missed investment opportunities, highlighting the unpredictability and regrets that come with venture capital decisions.
- Tomasz Tunguz discusses the importance of a VC firm's ability to quickly adapt to technological changes and leverage a technology advantage that translates into a customer acquisition benefit.
- David Clark emphasizes the need for venture capital funds to maintain discipline in investment pacing and portfolio construction to manage risk and ensure long-term sustainability.
Chapters
0:00 | |
1:59 | |
9:36 | |
10:55 | |
19:34 | |
29:01 | |
30:17 | |
37:32 | |
39:20 | |
40:52 | |
59:27 | |
1:09:00 |
Transcript
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