Venture returns, recovering startups, and VC conflicts | E1995

This Week in Startups is brought to you by… Coda. Coda empowers your startup by bringing words, tables, and teams together. Strategize, plan, and track goals effectively with all your valuable data in one place. Go to https://www.Coda.io/twist to get started for FREE and get 6 free months of the Team plan. Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist Fundrise provides access to diversified portfolios of private real estate to all investors with their industry leading, easy to use platform. Sign up today at https://fundrise.com/TWIST * Todays show: Alex Wilhelm joins Jason to discuss venture capital fund performance (15:02), potential big tech breakups (41:14), SF Standard piece analysis on Ben and Felicia Horowitz (47:04), startup shutdowns (1:11:28), and more! * Timestamps: (0:00) Jason and Alex kick off the show (5:31) Discussion on productivity and browsers with ChatGPT-4 (10:21) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist (11:54) Debate on regulations in the U.S. (15:02) Deep dive into venture capital fund performance, IRR, and DPI (25:37) Strategy of David Clark's fund of funds (27:16) Realities of investing in venture capital (30:02) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist (30:53) Venture capital performance impact on LPs and future fundraising (34:23) Consequences for new and small venture firms (39:24) Fundrise - Sign up today at https://fundrise.com/TWIST (41:14) Analysis of antitrust issues and potential big tech breakups (45:29) Search engine market competition strategies (46:19) Venture capital market stress and its effects on VC behavior (47:04) SF Standard piece analysis on Ben and Felicia Horowitz (59:12) Venture capital rivalries and media narratives (1:03:03) Discussion on US deficit, economic policies, and election outcomes (1:11:28) Startup shutdowns, failure rates, and positive venture capital data (1:17:02) Reflections on resilience during tough economic times (1:20:08) Audience questions * Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/ Check out the TWIST500: https://www.twist500.com * Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp * Mentioned on the show: https://x.com/daveclark85/status/1825448801672327229 https://sfstandard.com/2024/08/16/felicia-ben-horowitz-party-switch https://archive.is/xgHUv https://carta.com/blog/vc-fund-performance-q1-2024 * Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm/ * Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Thank you to our partners: (10:21) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist (30:02) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist (39:24) Fundrise - Sign up today at https://fundrise.com/TWIST * Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland * Check out Jason’s suite of newsletters: https://substack.com/@calacanis * Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com * Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916