Mark Suster and Samir Kaji on the 2024 Venture Market, IPOS, and Secondaries | E1899
In this episode, Jason Calacanis, Samir Kaji, Nick Calacanis, Mark Suster, and David Weisburd discuss current market conditions, fundraising trends, and exit strategies. They emphasize the importance of a structured approach to product development, discuss the valuation of software companies, and reflect on the legacy of VC firms.
Key Points
- Keith Rabois's investment strategy involves placing funds into deals led by partners at top firms without taking board seats, leveraging their work for his own benefit.
- Mark Shuster emphasizes the importance of maintaining relationships with LPs and having a unique belief system to succeed in venture capital.
- Jason Calacanis discusses the value of having deep conversations within the industry to sharpen intuition and inform investment strategies, particularly regarding AI-driven finance and marketplaces.
Chapters
0:00 | |
0:32 | |
1:03 | |
2:12 | |
13:56 | |
17:02 | |
28:00 | |
33:03 | |
41:50 | |
45:12 | |
54:43 | |
1:09:07 | |
1:17:51 |
Transcript
Loading transcript...
- / -