Ethan Kurzweil on Venture Investing in the Post-ZIRP, AI Era
Odd Lots6 Dec 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.

Avsnitt(1190)

Jim Cramer on the Retail Trading Revolution

Jim Cramer on the Retail Trading Revolution

In recent years, retail trading of stocks has absolutely exploded. This is happening despite the fact that investors are subject to a constant stream of propaganda that individuals can't beat the mark...

22 Sep 202553min

Michael Froman on the New 'Polyamorous' Global Trading System

Michael Froman on the New 'Polyamorous' Global Trading System

When President Trump announced the tariffs on Liberation Day, it seemed to truly mark the end of the old world trading system. But of course it had been dying for a long time. The first Trump administ...

20 Sep 202546min

Henry Wang on China's Role in the New Emerging World Order

Henry Wang on China's Role in the New Emerging World Order

There is a widespread view that China is a superpower of rising status, and that a new global order is emerging with the country as an important pole in it. You see this with the growing BRICS organiz...

19 Sep 202553min

Elon Musk's Pay Package and the Threat to the Delaware Corporation

Elon Musk's Pay Package and the Threat to the Delaware Corporation

If you look at prospectuses and earnings documents for almost any company, you're going to see a Delaware address. For more than a century, the state has been the place to go to if you're setting up a...

18 Sep 202537min

The Cardboard Boxpocalypse and the State of the US Economy

The Cardboard Boxpocalypse and the State of the US Economy

Almost everything we buy nowadays has been in a box at some point. Goods are shipped in boxes. Products ordered online arrive at our doorstep in boxes. Boxes are so ubiquitous that some strategists us...

15 Sep 202543min

Vineer Bhansali on Losing Fed Independence as the Biggest Tail Risk Right Now

Vineer Bhansali on Losing Fed Independence as the Biggest Tail Risk Right Now

Everyone wants to buy the hedge that will save their portfolio in a time of collapse. But this is easier said than done. You need to understand the specific risks facing your portfolio. You also need ...

13 Sep 202545min

Rob Kaplan on the Fed, AI, and How Globalization Is Happening Without the US

Rob Kaplan on the Fed, AI, and How Globalization Is Happening Without the US

In this live episode, recorded at the Future Proof Festival in Huntington Beach, California, we speak with Rob Kaplan, the former president of the Dallas Federal Reserve Bank and the current vice chai...

12 Sep 202531min

What China's Military Parade and Newest Jets Tell Us About the Battle For Air Supremacy

What China's Military Parade and Newest Jets Tell Us About the Battle For Air Supremacy

The recent parade in Beijing once again raised questions about the relative strengths of the US and Chinese militaries. Meanwhile, because of recent global conflicts (including the clash between India...

11 Sep 202540min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
rss-jossan-nina
svd-tech-brief
rss-svart-marknad
rss-borsens-finest
uppgang-och-fall
avanzapodden
bathina-en-podcast
lastbilspodden
rss-dagen-med-di
fill-or-kill
24fragor
rss-inga-dumma-fragor-om-pengar
rss-kort-lang-analyspodden-fran-di
borsmorgon
tabberaset
rikatillsammans-om-privatekonomi-rikedom-i-livet
montrosepodden