50 min listen
#12: A VC Therapy Session
FromMore or Less
ratings:
Length:
52 minutes
Released:
Sep 1, 2023
Format:
Podcast episode
Description
The Morins and the Lessins break down what is really happening in venture firms right now from liquidating venture stakes to fundraising. Plus, Chinese entrepreneurs’ secret AI confab and Jessica’s notes from Beijing.
Discussed:
Colin Robinson: The Life of an Energy Vampire - What We Do In The ShadowsChamath Palihapitiya’s Venture Firm Offered to Sell Hundreds of Startup StakesChip War: The Fight for the World's Most Critical Technology
Show Notes:
[00:02:30] Energy vampires.
[00:04:33] Otter.ai technology for efficient reporting.
[00:09:00] Recording everything and privacy.
[00:12:41] Is being a venture capitalist in Silicon Valley like being a tenured professor at a University?
[00:15:44] Venture capital feedback cycles and accountability.
[00:18:40] Choosing Jedi or General.
[00:23:01] Fundamental beliefs and investments.
[00:25:11] Zero Fund concept.
[00:29:07] VC leading indicators.
[00:31:27] LPs buying stakes in GPs.
[00:34:51] Mid-flight venture capital strategy changes.
[00:39:02] The future of AI in China.
[00:43:11] Centralized AI ownership in China.
[00:47:38] US entrepreneurs selling beauty products.
[00:50:09] Feedback and podcast rankings.
Discussed:
Colin Robinson: The Life of an Energy Vampire - What We Do In The ShadowsChamath Palihapitiya’s Venture Firm Offered to Sell Hundreds of Startup StakesChip War: The Fight for the World's Most Critical Technology
Show Notes:
[00:02:30] Energy vampires.
[00:04:33] Otter.ai technology for efficient reporting.
[00:09:00] Recording everything and privacy.
[00:12:41] Is being a venture capitalist in Silicon Valley like being a tenured professor at a University?
[00:15:44] Venture capital feedback cycles and accountability.
[00:18:40] Choosing Jedi or General.
[00:23:01] Fundamental beliefs and investments.
[00:25:11] Zero Fund concept.
[00:29:07] VC leading indicators.
[00:31:27] LPs buying stakes in GPs.
[00:34:51] Mid-flight venture capital strategy changes.
[00:39:02] The future of AI in China.
[00:43:11] Centralized AI ownership in China.
[00:47:38] US entrepreneurs selling beauty products.
[00:50:09] Feedback and podcast rankings.
Released:
Sep 1, 2023
Format:
Podcast episode
Titles in the series (46)
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