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)!
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.
First, we talk about Apple pausing all sales in Russia and other actions they’re taking (1:47). Then, we cover Ford splitting its EV business off from its ICE business (15:57). Then, Joe Speiser from Hampton VC joins to talk about how being too reliant on Facebook killed his media company Little Things with an algorithm change (25:42). We wrap with a quick WLITF segment on humanoid robots (42:05).
Jason and WSJ Reporter Amy Dockser Marcus break down the alleged uBiome fraud!
Check out the Pod Notes here: https://rb.gy/tjw046