E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner

Aug 11, 2023

(0:00) Bestie intros: Friedberg's bad haircut
(1:17) Welcome BG^2! Biography recommendations and film talk
(22:27) VC market update: State of Series A's
(33:43) Dry powder misconceptions, marking incentives
(48:57) IPO window starting to open, IPO down rounds, incentives to go public
(1:03:17) Cyclical venture cycles, managing distributions, benchmarking VC performance vs public market
(1:22:26) Tragic Maui wildfires, extreme temperatures
(1:26:11) Macro picture: inflation cools, deflation risk?

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Intro Music Credit:
https://rb.gy/tppkzl
/ yung_spielburg

Intro Video Credit:
/ thezacheffect

Referenced in the show:
• Runnin' Down a Dream: How to Succeed...
https://www.amazon.com/Setting-Table-...
https://www.amazon.com/Steve-Jobs-Wal...
https://www.amazon.com/Elon-Musk-Span...
https://www.amazon.com/Good-Great-Som...
https://www.amazon.com/Man-Arena-Sele...
https://www.amazon.com/Shoe-Dog-Memoi...
https://www.amazon.com/Alexander-Hami...
https://www.amazon.com/Something-Auto...
https://www.amazon.com/Born-Standing-...
https://www.amazon.com/Writing-Memoir...
https://www.amazon.com/Autobiography-...
/ peterjameswalker_cartadata-seriesa-valuati...
https://www.theinformation.com/articl...
/ 1688605654188224512
https://finance.yahoo.com/chart/SN
https://www.google.com/finance/quote/...
https://finance.yahoo.com/quote/SRFM
/ 1686086247029055489
https://www.wsj.com/articles/universi...
• Margin Call (2011) - Senior Partners ...
/ 1680006171149869056
https://www.statista.com/statistics/2...
https://www.bls.gov/charts/consumer-p...
https://www.bloomberg.com/news/newsle...
https://www.nytimes.com/2023/08/09/bu...
/ 1689010884062904320

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