This Week in Startups

Jason Calacanis covers startups, tech, markets, media, and all the hottest topics in business and technology. He also interviews the world’s greatest founders, operators, investors, and innovators.

Series A valuations, M&A in 2024, and M.A.N.G with Jason Shuman and Raja Doddala | E1883

E1883 • Jan 19, 2024 • 62 mins

David Weisburd hosts Jason Shuman, Raja Doddala, and Jason Calacanis to dive into 2024 startup valuation trends (2:00), insights on how VCs can secure great deals in a competitive market (17:46), a detailed look at secondary deals (36:25), and more!

Key Points

Investing in companies without product-market fit at a $50 million post-valuation is unlikely to yield good returns, making earlier-stage investments a potentially better vintage for investors.
Strategic investments by major tech companies like Microsoft and Nvidia in startups can distort valuations and may result in complex financial outcomes, including double-counted equity value.
M&A activity is expected to increase, with private equity firms showing interest in profitable tech companies, signaling a shift in the market towards businesses with strong financial discipline.

Speakers

David Weisburd

Guest • 11%

Jason Shuman

Guest • 20%

Nick Calacanis

Host • 1%

Jason Calacanis

Host • 48%

Raja Doddala

Guest • 19%

Partners

Chapters

0:00	David Weisburd hosts Jason Shuman, Raja Doddala Jason Calacanis to dive into the world of VCs, LPs and GPs.
2:00	A look at the encouraging trends in startup valuations as we head into 2024.
6:39	Delving into the intricacies of current valuation methods and key aspects investors should be cautious about.
11:22	Paintbrush - Visit http://www.getpaintbrush.com to see if you qualify for a $50K startup loan in less than 2 minutes
13:42	Examining the balance of demand and supply in the seed funding stage of new startups.
17:46	Insights on how venture capitalists can secure the most sought-after deals in today's competitive market.
22:00	OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
23:29	Discussion about M.A.N.G., a rising player in the venture capital scene.(28:26) Exploring the unique and often controversial practice of round-tripping in the venture capital industry.
33:03	Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
36:25	A detailed look at Lexington's successful raising of $22.7 million in secondary investments.
57:24	Observing the recent increase in mergers and acquisitions activity within the industry.

Transcript

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