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Dave Mcclure & Jordan Stein on YC, "Spray and Pray", and Games VCs Play | E1923

E1923 • Mar 29, 2024 • 91 mins

David Weisburd hosts Dave McClure, Jordan Stein, and Jason Calacanis to discuss the evolution of fund spaces. The discuss investing in the YC ecosystem, the role of secondary funds today, and the importance of betting on outliers.

Key Points

The last investment made out of fund 1 was in 776, Alexis Ohanian's fund, which is part of a broader portfolio that includes other successful ventures like Initialized Capital and Reddit.
Secondary markets are becoming increasingly important for liquidity, especially for smaller LPs and emerging managers who haven't had significant exits in the last couple of years.
There's a notable trend of automation and robotics improving the productivity of physical manufacturing, paralleling the impact AI is having on software companies.

Speakers

Jordan Stein

Guest • 18%

David Weisburd

Guest • 5%

Jason Calacanis

Host • 42%

Dave McClure

Guest • 34%

Preroll

Guest • 1%

Chapters

0:00	David Weisburd intros Dave McClure, Jordan Stein, and Jason Calacanis
0:28	Reddit's IPO adds to YC's track record of successful public listings
10:21	Mantle - Get your first 12 months free at https://withmantle.com/TWIST
11:39	Strategy of investing in YC ecosystem and the importance of entry point evaluation
18:40	YC's demo day and opportunities for other accelerators
26:12	Hubspot - Marketing Against the Grain https://www.youtube.com/watch?v=fMNgyVFsk4g https://lnk.to/h3vKHnTW
27:18	YC's demo day and opportunities for other accelerators cont.
32:24	Carta’s report on the rise of capital call requests
39:15	Curotec - Check out http://www.curotec.com/twist and get $5000 off
40:26	The role of secondary funds in the current macroeconomic conditions and the potential for more company shutdowns
1:00:49	Betting on outliers and the decision-making process for doubling down
1:14:16	Lightning round: Top 3 investments from each guest
1:25:20	Discussing the upcoming https://www.liquiditypod.com/summit

Transcript

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