E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
- Mar 19, 2021
- 1:17:29
- Full Episode
View the State of VC deck here: https://rb.gy/wfan6j
Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg
Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast
Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg
Intro Video Credit: https://twitter.com/MikeSylvan
Referenced in the show:
Lifespan by David Sinclair: https://rb.gy/etzzmk
Prenuvo: https://www.prenuvo.com
Gumroad Equity Crowdfunding: https://republic.co/gumroad
Backstage Equity Crowdfunding: https://republic.co/backstage
Show Notes: 0:00 Bestie intro & poker talk 5:49 Fan question: Longevity & Biohacking, Chamath's health regimen 12:54 Fan question: Decentralization, separation of currency & state, will governments fight back against crypto? 22:48 Fan question: Quantum computing's potential impact, why heavy R&D technologies should are better suited for government funding rather than the private sector 33:33 Chamath's thesis behind deep tech investing 37:25 State of VC & how it's changing in terms of demographics, new access to capital, deal size & more 48:49 Trend of founders caring more about individual investors rather than firms, who is well-positioned & who is left out? 55:00 Why growth stage firms could become less relevant: undifferentiated capital, routing around dilution, brand matters more in the early-stage; how Pipe & Clearbanc are revolutionizing non-dilutive funding 1:04:00 Summarizing the changing landscape of venture capital, how startups can best position themselves in a full lifecycle, innovations in equity crowdfunding, opportunity for entrepreneurs
Brief Summary
The episode discusses longevity, bitcoin, venture capital changes, and quantum computing with humor and personal insights from the hosts.
Key points
- The All In Podcast Introduction. Jason Calacanis welcomes listeners to the All In Podcast with his co-hosts.
- Longevity Research Insights. David Friedberg shares insights on longevity and the potential to live longer lives.
- Bitcoin's Unique Value. Bitcoin is the first digital asset that can't be infinitely copied, preserving its value.
- Quantum Computing's Future. Experts estimate it may take until 2040 or later to achieve quantum supremacy.
- Changing Landscape of Venture Capital. The last decade has seen more change in venture capital than the previous four decades combined.
- The Importance of Continuous Learning. Continuous learning is crucial for entrepreneurial success, as seen in successful founders like Bezos and Gates.
Episode highlights
- The All In Podcast IntroductionJason Calacanis welcomes listeners to the All In Podcast with his co-hosts.“Hey everybody, welcome to the All In Podcast!”0:39Mar 19, 2021
- Longevity Research InsightsDavid Friedberg shares insights on longevity and the potential to live longer lives.“Someone is alive on planet earth today that could live past the age of 200.”8:13Mar 19, 2021
- Bitcoin's Unique ValueBitcoin is the first digital asset that can't be infinitely copied, preserving its value.“Bitcoin is the first digital asset you can't create infinite copies of.”21:43Mar 19, 2021
- Quantum Computing's FutureExperts estimate it may take until 2040 or later to achieve quantum supremacy.“There's a less than five percent chance this happens before the year 2040.”25:37Mar 19, 2021
- Changing Landscape of Venture CapitalThe last decade has seen more change in venture capital than the previous four decades combined.37:43Mar 19, 2021
- The Importance of Continuous LearningContinuous learning is crucial for entrepreneurial success, as seen in successful founders like Bezos and Gates.“Continuous learning is one of the greatest predictors of entrepreneurial success.”43:56Mar 19, 2021
- Easier to Start NowStarting a company today is significantly easier than in the past, thanks to more resources and information.“It's so much easier to be a founder now than it was in the 90s.”44:33Mar 19, 2021
- Changing Landscape of VCThe venture capital landscape has evolved, with more opportunities for diverse founders and startups.“The exits are just so much bigger than anybody thought 10 years ago.”57:02Mar 19, 2021





