Redpoint Ventures and Stepstone Group on VC Deployment, M&A, and Google’s AI Strategy | E1934

(0:00) David Weisburd intros Logan Bartlett, Hunter Somerville, and Jason Calacanis
(3:07) Tiger’s recent fund and fundraising indicators
(11:55) HubSpot’s Chatbot Builder – https://www.youtube.com/watch?v=N7aAuJO3LTA https://clickhubspot.com/mfx
(13:26) The challenges and realities of venture capital
(25:14) DevSquad – Get an entire product team for the cost of one US developer plus 10% off at https://www.devsquad.com/twist
(26:45) Startup acquisitions, due diligence, and unethical behaviors in the industry
(31:27) Selling partial positions in startups and structuring the selling of shares
(37:18) Mercury – Join 100K+ startups banking with Mercury at http://www.mercury.com⁠
(38:20) Cendana and Kline Hill’s $105M fund to buy stakes in seed VC funds
(46:59) The correlation between capital consumption and equity value, and the dangers of excess capital
(54:28) The role of private equity in tech M&A and the future of tech IPOs
(58:15) Google’s $100 billion investment in AI and competition in the AI ecosystem
(1:06:30) The challenge of capacity in seed stage investing and the value of a strong community in portfolio management

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LinkedIn: https://www.linkedin.com/in/loganbartlett
Check out: https://www.redpoint.com

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LinkedIn: https://www.linkedin.com/in/hunter-somerville-2a24117
Check out: https://www.stepstonegroup.com

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X: https://twitter.com/DWeisburd⁠
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com

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X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis

Thank you to our partners:
(11:55) HubSpot’s Chatbot Builder – https://clickhubspot.com/s0u https://clickhubspot.com/mfx
(25:14) DevSquad – Get an entire product team for the cost of one US developer plus 10% off at https://www.devsquad.com/twist
(37:18) Mercury – Join 100K+ startups banking with Mercury at http://www.mercury.com⁠

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