Roundtable #6 with Rebecca Kaden, Nicole Quinn, Eurie Kim, Harry Stebbings | E1083

Every single 20VC episode is recorded with Riverside.FM. It is the one product that I could not live without. Try it today here (https://creators.riverside.fm/20VC) and use the code 20VC for 15% off. ----------------------------------------------- Rebecca Kaden is a Managing Partner @ Union Square Ventures, one of the leading early-stage firms of the last decade with investments in Twitter, Twilio, Coinbase and many more. Nicole Quinn is a General Partner @ Lightspeed where she has led investments or sits on the board of Calm, Cameo and LunchClub to name a few. Eurie Kim is a Managing Partner @ Forerunner Ventures, the leading early-stage consumer fund. Eurie has led investments and sits on the board of Oura, The Farmers Dog, Curology and more. ----------------------------------------------- Timestamps: (00:00) Intro (00:44) Introductions (03:05) Traditional Seed Funds and Hot Seed Companies (07:19) Seed Investment and Microcycle Immunity (07:47) Pre Seed Rounds (08:37) Seed Valuation Trends (12:29) Shifts in Fund Strategies (16:42) Series A Investment Challenges (20:13) Big Tech Investments in Context (21:07) Lightspeed's Investment in AI (22:51) Worthiness of Investing in AI Today (24:25) AI as a Time Efficiency Tool (26:48) Navigating A Rounds with Changed Expectations (34:31) Future of M&As and Company Dynamics (38:37) Spicy Takes ----------------------------------------------- In Today’s Roundtable We Discuss: 1. Seed Rounds: Is it even possible for traditional seed funds to play in a world of multi-stage funds investing so aggressively at the seed stage? Is seed immune to the macro environment? Will seed pricing remain as high as ever? What advice does the team have for seed founders approaching a Series A? What do they need? 2. Series A: How is the Series A market looking today? Is there a crunch at the Series A? To what extent are valuations compressed at the Series A? What 3 core elements do companies at the A stage, looking for a Series B next, need to focus on? 3. Series B and Beyond: Is the real crunch at the Series B? Why are down rounds so much better than structured rounds for companies raising? Will we see a wave of M&A in the next 12 months? 4. Crypto, AI and Hot Takes: Why is now the best time to be investing in crypto? Why is investing in AI a lottery right now? What is the most controversial thing that each believes today? ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on Twitter: https://twitter.com/HarryStebbings Follow Rebecca Kaden on Twitter: https://twitter.com/rebeccakaden Follow Nicole Quinn on Twitter: https://twitter.com/Nik_Quinn Follow Eurie Kim on Twitter: https://twitter.com/eurie_kim Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #VentureCapital #RebeccaKaden #NicoleQuinn #EurieKim #UnionSquareVentures #Lightspeed #ForerunnerVentures #HarryStebbings