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Lightspeed Venture Partners에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Lightspeed Venture Partners 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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M.G. Siegler: VC’s Crisis, Defensible Startups, and Hack-quisitions

1:12:27
 
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Manage episode 452441020 series 3619430
Lightspeed Venture Partners에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Lightspeed Venture Partners 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
  • Writer and investor M.G. Siegler joins Host and Lightspeed Partner Michael Mignano from London to discuss the European tech scene and his experiences stepping back from venture capital after a decade with GV. The discussion covers the current 'VC Crisis', including CRV Ventures' decision to return funds, and the complex M&A and IPO landscape. Siegler offers his perspective on investing in people vs ideas, the defensibility of startups, and the anticipated evolution towards AGI.

    Episode Chapters

  • (00:00) Introduction

  • (00:32) M.G. Siegler's Background and Move to London

  • (01:07) Investing in London vs. San Francisco

  • (03:56) Exploring the London Tech Scene

  • (10:32) Venture Capital’s Crisis

  • (13:26) AI and the Future of Startups

  • (18:03) The Role of Acquisitions in Tech

  • (22:15) Challenges and Opportunities in Venture Capital

  • (36:06) Current M&A Environment

  • (39:17) VC Funds and the AI Market

  • (42:01) Scaling AI and Future Breakthroughs

  • (54:00) Is the Consumer Market Dead?

  • (59:39) Apple's Position in the AI Race

  • (01:11:26) Closing Thoughts

  • Stay in touch:

    The content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. For more details please see lsvp.com/legal.

  •   continue reading

    57 에피소드

    Artwork
    icon공유
     
    Manage episode 452441020 series 3619430
    Lightspeed Venture Partners에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Lightspeed Venture Partners 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
  • Writer and investor M.G. Siegler joins Host and Lightspeed Partner Michael Mignano from London to discuss the European tech scene and his experiences stepping back from venture capital after a decade with GV. The discussion covers the current 'VC Crisis', including CRV Ventures' decision to return funds, and the complex M&A and IPO landscape. Siegler offers his perspective on investing in people vs ideas, the defensibility of startups, and the anticipated evolution towards AGI.

    Episode Chapters

  • (00:00) Introduction

  • (00:32) M.G. Siegler's Background and Move to London

  • (01:07) Investing in London vs. San Francisco

  • (03:56) Exploring the London Tech Scene

  • (10:32) Venture Capital’s Crisis

  • (13:26) AI and the Future of Startups

  • (18:03) The Role of Acquisitions in Tech

  • (22:15) Challenges and Opportunities in Venture Capital

  • (36:06) Current M&A Environment

  • (39:17) VC Funds and the AI Market

  • (42:01) Scaling AI and Future Breakthroughs

  • (54:00) Is the Consumer Market Dead?

  • (59:39) Apple's Position in the AI Race

  • (01:11:26) Closing Thoughts

  • Stay in touch:

    The content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. For more details please see lsvp.com/legal.

  •   continue reading

    57 에피소드

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