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 Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp David's Podcast: https://limitedpartnerpodcast.com/ Unicorn Investors article: https://news.crunchbase.com/venture/t... Bill Gurley's Above the Crowd article: https://abovethecrowd.com/2011/05/24/... X:   / jason     / dweisburd     / altcap     / bgurley   LinkedIn:   / jasoncalacanis   Thanks to our partners: (11:48) OpenPhone - Get 20% off your first six months at https://openphone.com/twist (25:32) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist (36:40) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist All rights for the video shared and linked below belong to the original copyright holder, and we are using the footage under the principle of fair use. Listen here: Apple: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6ULQ0ew... Overcast: https://overcast.fm/itunes315114957/t... More from us: Twitter:   / twistartups   Instagram:   / thisweekinstartups   Official site: https://thisweekinstartups.com Subscribe to our YouTube to watch all full episodes:    / @startups   Subscribe to TWiST Clips for all the best moments:    / @twistclips   #startups #entrepreneurship #investing #angelinvesting #tech #news #business