Bill Gurley, Brad Gerstner, & Jason Calacanis on the state of tech markets, hosted by David Weisburd

(0:00) David Weisburd hosts Bill Gurley, Brad Gerstner, & Jason Calacanis to discuss the state of tech markets
(1:29) Startup shutdowns in 2023 vs dotcom crash
(3:52) Perspective on current market from Bill Gurley
(7:52) Brad's outlook on startup shutdowns continuing in 2024
(11:48) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(13:16) Different investor perspectives based on investment stage
(16:47) Altimeter's recent investing activity
(25:32) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(26:30) Reflecting on past IPOs and paths to building businesses for growth
(36:40) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(38:07) State of Series B/C deals in 2023 vs 2021 peak
(42:42) Why now is a great time to start a company
(47:17) Jason's theories for success in venture
(49:42) Abundance of technical talent in Silicon Valley and impact of AI on company size and competition
(54:50) AI investments in 2024
(1:01:11) Language models raising large rounds quickly and the potential for LLMs to hit a ceiling soon
(1:05:18) The best case for Meta being a leader in AI and Apple's position
(1:08:55) Importance of voice recognition for AI interfaces, challenges of enabling transactions via AI, and consumers choosing services via AI
(1:20:32) Picks for best and worst performing tech giants in 2024

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