The Reasoning Show
The Reasoning Show AI moves fast. Thinking clearly matters more.
The Reasoning Show cuts through the hype to explore how the smartest people in enterprise AI actually make decisions — the strategy, the tradeoffs, and the hard lessons no press release mentions.
Every week, hosts Aaron Delp and Brian Gracely sit down with the founders building the tools, investors funding the shift, and operators running AI in the real world. Not hype. Not panic. Just clear-headed conversations with people who have to make actual decisions.
Because the AI revolution isn't just happening. It's being reasoned through.
New shows every Wednesday and Sunday.
Topics: Enterprise AI strategy · LLMs in production · AI leadership · Agentic AI · Digital Sovereignty · Machine Learning · AI startups · Cloud Computing
The Reasoning Show
2023 Look Ahead to VC Funding
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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
NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"
SHOW SPONSORS:
- Eaton Homepage
- Eaton and Tripp Lite have joined forces to bring more sanity to IT pros days, every day. Visit www.eaton.com/audio to learn more!
- Datadog Monitoring: Modern Monitoring and Analytics
- Start monitoring your infrastructure, applications, logs and security in one place with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.
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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