Tomasz Tunguz and David Clark on how to invest in AI and Q1 2024 startup valuations | E1930

(00:00) David Weisburd intros David Clark, Tomasz Tunguz, and Jason Calacanis
(1:59) The latest YC class and rise of AI startups
(9:36) Squarespace – Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(10:55) Role of the founding team in AI startups
(19:34) Startup valuations and the changing landscape of seed deals and Series A rounds
(29:01) OpenPhone – Get 20% off your first six months at http://www.openphone.com/twist
(30:17) Tomasz Tunguz’s journey to raising his fund and the challenges of the VC industry
(37:32) Personality types in venture capital and handling company wind downs
(39:20) CLA – Get started with CLA’s CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(40:52) VC’s moving out and the challenge of picking the right company to invest in
(59:27) Active reserves management
(1:09:00) Lightning round: Top 3 investments

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Mentioned on show:
https://motherduck.com
https://arbitrum.io
https://www.omni.co
https://www.podengine.ai
https://www.getrecall.ai
https://newcomergames.com

Follow David Clark:
X: https://twitter.com/daveclark85
LinkedIn: https://www.linkedin.com/in/david-clark-6678b6b/
Check out VenCap: https://www.vencap.com/

Follow Tomasz Tunguz:
X: https://twitter.com/ttunguz
LinkedIn: https://www.linkedin.com/in/tomasztunguz
Check out Theory Ventures: https://theory.ventures

Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis

Thanks to our partners:
(9:36) Squarespace – Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(29:01) OpenPhone – Get 20% off your first six months at http://www.openphone.com/twist
(39:20) CLA – Get started with CLA’s CPAs, consultants, and wealth advisors now at https://claconnect.com/tech

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