E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing

ℹ️ EPISODE INFO

Released

March 20, 2021

Duration

1h 17m

Channel

All-In Podcast

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

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 #allin #tech #news

🎤 SPEAKERS

• Jason Calacanis

  host

• David Friedberg

  host

• Chamath Palihapitiya

  host

• Narrator

  other

🧾 EPISODE SUMMARY

In this episode of All-In Podcast, featuring Jason Calacanis and David Sacks, E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing explores venture Capital’s New Playbook: Longevity, Bitcoin, Quantum, and SPACs The episode blends fan Q&A with a deep dive into how venture capital is being reshaped by new technologies, new financing tools, and shifting power dynamics. The hosts discuss practical longevity strategies, the political and economic implications of Bitcoin and decentralized finance, and the realistic timeline and impact of quantum computing. They then analyze how venture capital has evolved: larger rounds, crossover investors, SPACs, non-dilutive revenue financing, and increased—though still insufficient—founder and investor diversity. The conversation ends by emphasizing how much easier it is today to start and finance a company, and urging aspiring founders to build real skills and reject a victim mindset.

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