Ethan Kurzweil on Venture Investing in the Post-ZIRP, AI Era
Odd Lots6 Joulu 2024

Ethan Kurzweil on Venture Investing in the Post-ZIRP, AI Era

In the 2010s, we saw an incredible boom in the venture capital space, fueled in part by cheap capital as well as cheap compute. Fast forward to today, and many things look very different. We're not in the ZIRP era anymore. And computing power has become a scarce resource, particularly when it comes to AI. So how do things look different today from the perspective of a veteran venture capitalist? In this episode, recorded live in San Francisco in November, we speak to Ethan Kurzweil, a founder and managing partner at the new VC firm Chemistry. Ethan spent years at Bessemer Venture Partners, where he was involved in numerous software deals. He talks to us about his strategy for the new fund, the case for starting a small firm, what technologies excite him most right now, and the general landscape for seed-stage investing.

Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and exclusive access to our daily Odd Lots newsletter. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free.

See omnystudio.com/listener for privacy information.

Jaksot(1190)

Jack McClendon on Why It's So Hard to Create a New American Oil Boom

Jack McClendon on Why It's So Hard to Create a New American Oil Boom

The White House wants gasoline prices to be lower, and it wants to see American oil companies drill for more oil. But of course, these ideas are in tension. If prices are going lower, why drill more? ...

20 Huhti 46min

Alex Imas on Why Economists Might Be Getting AI Wrong

Alex Imas on Why Economists Might Be Getting AI Wrong

Everyone knows that new technologies can be really disruptive to the labor market, but eventually new jobs emerge and things come back into balance. And there is a sense in which many view AI with the...

18 Huhti 47min

Planet Money Turned Everyday Annoyances Into an Economics Book

Planet Money Turned Everyday Annoyances Into an Economics Book

There are a lot of things to be annoyed about in modern life. The high cost of food and housing and childcare. Dating apps that don't seem to work. The fear of AI replacing you at your job. These are ...

17 Huhti 39min

Brad Setser on the War in Iran and the Future of the US Dollar

Brad Setser on the War in Iran and the Future of the US Dollar

It's possible that the war in Iran could reshape financial flows in significant ways. Perhaps the Gulf states will end up as less desirable places to do business. Perhaps Iran will have a tollbooth at...

16 Huhti 51min

War in Iran Is Already Reshaping East Asia's Energy Future

War in Iran Is Already Reshaping East Asia's Energy Future

The war in Iran has caused the price of all kinds of commodities to surge, and that has a negative economic impact almost everywhere. But the squeeze is really being felt hard in East Asia, which is t...

15 Huhti 37min

Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

It's fueling the A.I. bubble, it's coming to your retirement portfolio—and it's flashing a lot of warning signs right now.In the wake of the 2008 financial crisis, private credit or “shadow banking” g...

14 Huhti 37min

Ziad Daoud Explains How War with Iran Will Reshape the Gulf

Ziad Daoud Explains How War with Iran Will Reshape the Gulf

Regardless of whether the war with Iran continues, it seems likely to have a lasting impact on the Gulf states. They may have to rebuild damaged pipelines and other infrastructure, or create new ones ...

13 Huhti 45min

The Big Macro Force That's Been Driving Stocks Higher for Years

The Big Macro Force That's Been Driving Stocks Higher for Years

Stocks have gone up over the years because corporate earnings continue to grow. That part is straightforward. But in addition to rising stock prices, we've also seen rising stock market valuations. Fo...

11 Huhti 36min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
ostan-asuntoja-podcast
hyva-paha-johtaminen
rss-rahamania
herrasmieshakkerit
rss-lahtijat
rahapuhetta
rss-tarkeista-asioista-2
rss-sami-miettinen-neuvottelija
rss-muutoksenanatomiaa-podcast
rss-rentotapaus
rss-doulapodi
rss-bisnesta-bebeja
rss-sisalto-kuntoon
kultaiset-hoitajat
rss-uppoava-vn-laiva
rss-bisneksen-pehmea-puoli