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Episode 2204

Is investing REALLY the hardest job? A TWIST VC Roundtable (ft. Deedy Das and Jay Eum) | E2204

Nov 6, 20251:23:50Watch on YouTube

*On TWiST, Jason welcomes an all-star VC panel — Deedy Das of Menlo Partners and Jay Eum of GFT Ventures — for a deep dive into the shocking scale of early-stage AI raises, a transitional moment for investors, the growing importance of the “prosumer” market, ChatGPT’s insane smile curves, and much much more.

IN THIS EPISODE

- What the panelists make of Roelof Botha’s exit from Sequoia… and is he really going anywhere…

- Why Jason says VC is no longer the best way to get rich…

- Why so many private companies are growing SO HUGE before going public…

And much more!

Timestamps

(00:03:37) Jason is fresh from surviving Riyadh traffic but he’s here and introducing our all star panel

(00:04:03) Why Jason compares Riyadh to Silicon Valley in the 1960s

(00:05:21) Friend of the Pod Roelof Botha is stepping down at Sequoia… our insiders try to guess what might have happened…