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Submit ReviewLux Capital’s Josh Wolfe joins to discuss startups in the current market, and the long-awaited release of the crypto debate between Zach Weinberg and Slow Venture’s Sam Lessin that got so heated we weren’t sure we could publish it.
(0:00) - Intro
(1:27) – Welcome Josh Wolfe
(3:10) – Market updates
(13:21) – Anti-bubble
(16:28) – Consolidation
(19:57) – Everything times pi
(22:35) – Welcome Sam Lessin
(25:43) – NY tech founders in ‘07
(30:44) – Slow Ventures
(33:12) – The crypto debate begins
(41:57) – On chain real estate
(49:19) – Legal protections
(1:03:10) – Does it hold up in court?
(1:09:52) – Final walk through
(1:14:42) – Bearer bonds
(1:19:58) – Zach’s reasons against crypto
(1:31:37) – Zach’s point
(1:33:51) – Carta for your DAU
(1:37:11) – Back to liquidity
(1:41:24) – Why is it not awesome?
(1:45:17) – Users
(1:52:40) – Unsettled case law
(2:00:29) – Final arguments
(2:04:10) – The boiling point
(2:06:59) – Maybe we can publish this part
(2:12:15) – Zach ending
(2:22:08) - Outro
Mixed and edited: Justin Hrabovsky
Produced: Andrew Nadeau and Rashad Assir
Executive Producer: Josh Machiz
Music: Griff Lawson
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About the Show
A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.
Executive Producer: Rashad Assir
Producer: Leah Clapper
Mixing and editing: Justin Hrabovsky
Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA
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About the Show
Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.
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