The Reasoning Show
The Reasoning Show - Reasoning through the AI Revolution
The industry's leading AI podcast, explores how leaders think through AI, technology, and transformation. Each week founders, investors, and operators unpack the decisions behind the systems shaping modern business.
Hosts: Aaron Delp and Brian Gracely
The Reasoning Show
2023 Look Ahead to VC Funding
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Aneel Lakhani (@aneel, Investor, @crane_vc Crane Venture Partners) talks about life as a VC, upcoming trends to look out for, and what to expect with rising interest rates in 2023.
SHOW: 686
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
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SHOW SPONSORS:
- Eaton Homepage
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SHOW NOTES:
- Crane VC homepage
- Aneel’s 2022 Look Ahead Show
- How Interest Rates Impact Cloud Valuations
- Google Issues a “Code Red” on OpenAI threats
- "Sea Change"
Topic 1 - Welcome back. You’re almost in the 5 timers club at this point and a returning guest from our look ahead shows in 2022. For our new listeners, tell everyone a little bit about yourself
Topic 2 - We covered a lot of VC basics in last year's show, link above for those that missed it. We still get a lot of questions around VC funding and VC’s in general. What’s the elevator pitch version of what you do day to day as a VC? Also, how is Crane different from say some of the traditional Sand Hill Road VC’s
Topic 3 - Since we spoke last year, what’s changed? What market patterns have you noticed? Have investment and “exit” strategies changed?
Topic 4 - Investment advisors always tell clients to take a long view of markets, because their horizon for things like retirement or college savings, are long term. Do VCs tend to take round–to-round viewpoints of customers, or longer-term (like 5-7yrs) of their investments?
Topic 5 - Last year we talked about the cost of investments (expectations of valuations) being high (cheap money, lots of competition). Given the changes in the economy, do you expect that we’ll see big changes in investments, valuations, etc..?
Topic 6 - At a macro level, what is interesting to you in 2023? What are you researching these days?
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