YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136

2025-06-10 · 64 min · episode 2136 · 21 entities

episode page audio

Asserted relationships

→ references twistartups.substack.com website

0.77

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://twistartups.substack.com/
→ references @Calacanis website

0.77

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://substack.com/@calacanis
→ hosted by Jason Calacanis person

0.55

evidence rules-v5
Feed author/publisher: Jason Calacanis
→ founded CustomerIQ company

0.54

evidence rules-v5
founder of CustomerIQ
→ works at CustomerIQ company

0.50

evidence rules-v5
founder of CustomerIQ
→ discusses Technology company

0.40

evidence rules-v5
Feed category: Technology
→ references ThisWeekIn website

0.38

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://youtube.com/thisweekin
→ references @Thisweekinstartups website

0.38

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://tiktok.com/@thisweekinstartups
→ references Register website

0.38

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://inbound.com/register
→ references fidelityprivateshares.com website

0.38

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://fidelityprivateshares.com!/
→ references getcustomeriq.com website

0.38

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://getcustomeriq.com/

Entities found in this episode

websites 14

mentioned twistartups.substack.com website

0.90

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://twistartups.substack.com/
mentioned @Calacanis website

0.90

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://substack.com/@calacanis
references twistartups.substack.com website

0.77

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://twistartups.substack.com/
references @Calacanis website

0.77

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://substack.com/@calacanis
mentioned ThisWeekIn website

0.45

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://youtube.com/thisweekin
mentioned @Thisweekinstartups website

0.45

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://tiktok.com/@thisweekinstartups
mentioned Register website

0.45

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://inbound.com/register
mentioned fidelityprivateshares.com website

0.45

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://fidelityprivateshares.com!/
mentioned getcustomeriq.com website

0.45

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://getcustomeriq.com/
references ThisWeekIn website

0.38

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://youtube.com/thisweekin
references @Thisweekinstartups website

0.38

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://tiktok.com/@thisweekinstartups
references Register website

0.38

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://inbound.com/register
references fidelityprivateshares.com website

0.38

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://fidelityprivateshares.com!/
references getcustomeriq.com website

0.38

evidence rules-v5
Link in episode "YC Valuations, VC Slowdown, and Office Hours with CustomerIQ | E2136": https://getcustomeriq.com/

companys 5

mentioned CustomerIQ company

0.68

evidence rules-v5
founder of CustomerIQ
founded CustomerIQ company

0.54

evidence rules-v5
founder of CustomerIQ
mentioned Technology company

0.50

evidence rules-v5
Feed category: Technology
works at CustomerIQ company

0.50

evidence rules-v5
founder of CustomerIQ
discusses Technology company

0.40

evidence rules-v5
Feed category: Technology

persons 2

mentioned Jason Calacanis person

0.70

evidence rules-v5
Feed author/publisher: Jason Calacanis
hosted by Jason Calacanis person

0.55

evidence rules-v5
Feed author/publisher: Jason Calacanis

Episode description as stored

Today's show: Jason and Alex dive into why Y Combinator startups are raising at sky-high valuations with relatively low ARR—what does that mean for investors and founders? VC funds are slowing down and returning to pre-ZIRP pacing, signaling a reset in the market. Plus, in this week's Office Hours, Sean Steigerwald, founder of CustomerIQ, demos his AI sales agent that lives in your inbox, drafting follow-ups using CRM context. It's a deep look at early-stage investing, startup efficiency, and where AI is headed in enterprise. Timestamps: (0:00) Episode Teaser(2:09) Jason's Singapore trip recap and SoCal update(9:51) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(11:40) New rumblings from Mistral; is the French AI startup catching a tail wind?(19:40) Fidelity Private Shares℠ - Visit ⁠https://fidelityprivateshares.com⁠! Mention our podcast and receive 20% off your first-year paid subscription.(26:23) VC investing pace is slowing... what does this mean for founders(29:42) INBOUND - Use code TWIST10 for 10% o your General Admission ticket at https://www.inbound.com/register (Valid thru 7/31)(33:33) Founders' guide to raising capital(36:31) Gen AI companies are growing FAST but are there concerns about churn?(42:46) Is YC still worth it? Debating paper gains vs. DPI as metrics.(52:18) Office Hours with Sean Steigerald from Customer IQ: managing active users and more. Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Links from episode: Customer IQ: https://www.getcustomeriq.com/ Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Thank you to our partners: (9:51) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST (19:40) Fidelity Private Shares℠ - Visit ⁠https://fidelityprivateshares.com⁠! Mention our podcast and receive 20% off your first-year paid subscription. (29:42) INBOUND - Use code TWIST10 for 10% o your General Admission ticket at https://www.inbound.com/register (Valid thru 7/31) Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916