Category Archives: investing

SaaS multiple compression, downturn outlook & advice for new VCs with Jason Lemkin of SaaStr | E1461

Jason and Molly chat with Jason Lemkin of SaaStr (01:44). They discuss: advice for new VCs (16:14), the future of SaaS investing (27:37), playing offense as investors (35:50), secondaries and more.

See more in: 2022, investing, SaaS
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TSLA earnings + Streaming: WeCrashed & Severance review, CNN+ demise, Netflix’s future | 1440

First, Jason and Molly cover Tesla’s strong Q1 and gems from the earnings call (2:22), then Lon Harris joins (31:32) to discuss WeCrashed episode 7 (34:17), Severance episodes 1-3 (58:46), Netflix’s rough Q1 and quality drop off (1:13:35) and CNN+ shutting down (1:26:40).

See more in: 2022, investing, news roundtables
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Macro insights with Rose Technology CEO Alex Campbell + TCG Crypto’s Gaby Goldberg | E1430

First, Jason chats with Alex Campbell of Rose Technology, a data analytics tool and marketplace that helps organizations more clearly understand macro trends (1:28). Alex is a former trader for Ray Dalio’s Bridgewater Associates and shares some incredible insights on the global macro environment across Chinese real estate (10:45), investment rates, Bitcoin, Tether, historical financial crises (43:36) and more. Then, for another edition of “OK Boomer,” Producer Rachel Chats with Gaby Goldberg (1:08:45) from TCG’s Crypto investment arm. They talk about resources to get started in crypto (1:28:52) and why Gaby invests at the intersection of consumer and crypto.

Charts referenced by Alex: https://bit.ly/twistchartsrose

See more in: 2022, crypto, investing, Startups
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Portfolio construction, Sequoia’s transition & Fast with Acquired.FM + The Dropout: This Week in Streaming with Lon Harris | E1429

First, Ben Gilbert and David Rosenthal from Acquired join Jason to talk portfolio construction (13:41), Roelof Botha succeeding Doug Leone at Sequoia (30:58), and to debate the takeaway from Fast’s demise (52:22). Then Lon Harris from Inside Streaming joins to discuss the final two episodes of The Dropout (1:24:16)!

See more in: 2022, investing, media/journalism
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Elon buys ~9% stake in Twitter + Freestyle Capital’s Dave Samuel | E1426

First, Jason and Molly discuss Elon buying a 9.2% stake in Twitter (01:50). Then, Dave Samuel of Freestyle VC joins (23:18) for a discussion on early stage investing. Freestyle invested early in startups including Airtable, Patreon and Intercom. We talk about how fund size dictates strategy, how to give feedback to founders (especially when it’s a no) and more.

See more in: 2022, investing, media/journalism
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Tech takes action against Russia, Backbone’s mobile gaming device + Joel Greenblatt from Gotham Capital | E1397

First, Jason and Molly break down the reactions from big tech companies to the Russia / Ukraine conflict (2:22), then we showcase our Startup of the Day, Backbone which is innovating in mobile games (51:41). Then Jason does an amazing interview with investor Joel Greenblatt, where we discuss increasing public market participation, strategies for finding value, taxes and more (1:05:50).

See more in: 2022, investing, Startups
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Keith Rabois of Founders Fund + AirBnB’s earnings & evolving customer base, SF BOE recall | E1388

World-class investor-operator Keith Rabois is back for his eighth time!

But first, Jason breaks down Airbnb’s great Q4 and full-year earnings report (2:42) and how its customer segment is evolving. Then, he briefly covers the SF Board of Education recall (22:58).

When Keith joins (31:27), he and Jason discuss:
1. How he called the top of the tech market in November 2021
2. Keith’s 2019 prediction that came true
2. Venture Capital’s decaying price discipline
3. Facebook’s challenge ahead
4. Six predictions for the market

See more in: 2022, investing, news roundtables
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John Doerr of Kleiner Perkins with Ryan Panchadsaram + VC Sunday School: cap table management | E1379

John Doerr of Kleiner Perkins joins to discuss his lessons from a career of investing and his new book “Speed & Scale: An Action Plan for Solving Our Climate Crisis Now,” alongside his co-author Ryan Panchadsaram.

But first, Jason gives a 10-minute crash course on how to navigate messy cap tables in our latest VC Sunday School segment (1:54).

Then John and Ryan join Molly and Jason for a conversation (15:11). In this episode, you will learn:
1. The six objectives and four accelerants to reach zero emissions by 2050
2. Why Nuclear power is an important part of the plan, but cannot be the only solution
3. The biggest blockers to rapid climate progress and why “the climate crisis is under-hyped”
4. Hard-won lessons from funding solar companies
5. How John assesses founders and develops conviction to invest
6. Indications John saw that Jeff Bezos was an exceptional entrepreneur
7. Where investors should focus to drive the biggest output

See more in: 2022, Climate, investing, Startups, Sunday VC School
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Y Combinator’s New Deal, Turo S-1 + Deep Sentinel CEO Dave Selinger: Human-in-the-loop security cameras | E1358

First Jason and Molly discuss YC’s new $500K deal for startups and what that means for founders and early stage investors (1:53). They also dig into car-sharing app Turo’s S-1 (25:32). Then Redfin Co-founder and current Deep Sentinel CEO Dave Selinger joins to discuss how his company blends human monitors and AI-enabled cameras to deliver an unmatched security camera experience (38:25).

See more in: 2022, hardware, investing, Startups
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