E1121: Mark Suster on investing in human-computer interfaces & sustainability, what he looks for in founders, SPACs impact on early-stage investing & more

about this episode

Check out Mark’s Blog: https://bothsidesofthetable.com

FOLLOW Mark: https://twitter.com/msuster
FOLLOW Jason: https://linktr.ee/calacanis

Referenced in the episode:
Disunited Nations by Peter Zeihan

Americana by Bhu Srinivasan

Listen here…
Apple: https://podcasts.apple.com/us/podcast/this-week-in-startups-audio/id315114957
Spotify: https://open.spotify.com/show/6ULQ0ewYf5zmsDgBchlkr9
Overcast: https://overcast.fm/itunes315114957/this-week-in-startups-audio

Show notes:
1:08 Jason intros Mark Suster & Mark explains his recent investment focus: computer vision & human-computer interfaces
10:08 Looking to invest in a startup that’s solving Alzheimer’s, dementia & Parkinson’s detection in the elderly
12:50 Trends, by The Hustle – start your two-week trial for $1 at https://trends.co/twist
14:31 Thoughts on the Ring flying drone
16:54 Density investment thesis
20:39 Importance of bias for action, continuous glucose monitoring, weight loss
24:48 Gusto – Get three months free when you run your first payroll at https://www.gusto.com/twist
26:07 Mark’s weight loss tactics, importance of consistency & emotional control
32:21 What impressed Mark about Density: team, recruitment, true north
34:51 Dealing with politics at work, reaction to Coinbase letter
41:46 Klaviyo – Get started with a free trial at https://www.klaviyo.com/twist
43:36 Investing in sustainability, being early but not too early, 5 year cadence
51:17 Disunited Nations, generational shifts, combatting disinformation
56:14 What the pandemic has taught investors, importance of bending the rules as a startup to push bureaucracy to innovate
1:06:17 Is micromobility sustainable long-term?
1:12:03 Capitalism, unions, populism & more
1:21:25 SPACs positive & negative impacts on early-stage investors
1:26:38 Breaking up big tech, geopolitical outlook

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