(0:00) Producer Nick joins Jason (2:27) The significance of Instacart and Klaviyo’s IPO filings (5:41) The VC exit market (7:50) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (8:57) The exit market for LPs and over-indexing in venture (13:57) VC bloat and current state of the market (20:39) Carta - Get 10% off your first SPV at https://carta.com/twist with promo code TWIST (22:13) Breaking down Instacart’s S-1 (28:56) Ad dollars moving to new platforms and the importance of being close to the sale (33:26) Instacart GTV tail off (36:30) Roots - Head to investwithroots.com/TWIST to sign up and start investing today! (38:03) Breaking down Klaviyo’s S-1 (44:09) Why it is crucial for founders to retain ownership early on (50:15) Writers suing OpenAI; are broad-based LLMs trained on tons of data becoming a liability?
Thanks to our partners: (7:50) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (20:39) Carta - Get 10% off your first SPV at https://carta.com/twist with promo code TWIST (36:30) Roots - Head to investwithroots.com/TWIST to sign up and start investing today!