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

In this episode, Jason Calacanis is joined by Didi Doss and Jay from GFT Ventures to explore the shifting landscape of venture capital and startup ecosystems. They delve into Sequoia's leadership change and Roloff Botha's legacy, discussing the evolution of capital allocation and the rise of global decacorns. The panel examines the increasing expectations for pre-seed funding, the disparities in venture funding, and the challenges of overpaying while ensuring returns for LPs. They also touch on the impact of AI on customer retention and the growth of companies like Anthropic and OpenAI. The episode wraps with insights into the rise of AI-generated content and storytelling in startup marketing.

Speakers

AI Chat

Alex Wilhelm

Host • 14%

Didi Doss

Guest • 26%

Jason Calacanis

Host • 39%

Jay from GFT Ventures

Guest • 21%

Partners

Chapters

0:00	Didi Doss on career progression and Menlo Ventures
3:19	Jason Calacanis on Saudi startups and Sanaabul Foundry University
4:45	Introduction of venture capital panel guests and Sequoia's leadership change
10:14	Sponsor: Crusoe Cloud
11:19	Sequoia's success and Roloff Botha's achievements
15:26	Evolution of venture capital, capital allocation, and global startup ecosystems
20:03	Sponsor: Northwest Registered Agent
22:11	Jay from GFT Ventures on global venture capital dynamics
23:48	Glean's growth and milestones
26:45	Shift in growth stage companies' approach to going public and the rise of global decacorns
30:15	Sponsor: AWS Marketplace - Accelerating SaaS sales
31:25	Changes in venture capital, equity distribution, and AI startups' growth
36:48	AI's impact on willingness to pay and customer retention
40:57	ChatGPT's retention and the smile curve concept
43:59	Increasing expectations for pre-seed funding and venture funding disparities
49:23	Concentrated vs. spray and pray investment strategies
51:09	Overpaying challenges and ensuring returns for LPs
52:14	Oversupply of capital and shift towards revenue-generating founders
54:15	Dynamics for micro VC funds and importance of time diversification
56:06	Normalization of pre-money valuations and focus on revenue multiples
59:16	Growth of companies like Anthropic and OpenAI
1:00:15	Venture capital work hours and resurgence of FOMO
1:08:53	Rise of AI-generated content on social media platforms
1:10:09	Advances in AI-driven short form video creation and investment in Lysr
1:12:02	Future of AI-generated content in human forums
1:14:26	Storytelling in startup marketing

Transcript

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