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  1. All-In Podcast1h 36m

    E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner

    Bill Gurley, Brad Gerstner, Calacanis, Friedberg, Chamath Palihapitiya, David Sacks, J. Cal

    In this All-Star Summer episode, hosts J.C. Calacanis and David Sacks discuss venture capital dynamics and career strategy with guests Brad Gerstner and Bill Gurley. The panel analyzes the post-2021 market correction, noting that Series A valuations have returned to 2019 levels while predicting a near-term distress cycle for overvalued late-stage companies. Additionally, the conversation explores investment discipline regarding AI mania, critiques of private market valuation opacity, and the accelerating global risks of climate change alongside historical performance benchmarks.