Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045

2024-11-15 · 62 min · 24 entities

episode page audio

Asserted relationships

→ references twistartups.substack.com website

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evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://twistartups.substack.com/
→ references Twist website

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evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://beehiiv.com/twist
→ references @Calacanis website

0.77

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://substack.com/@calacanis
→ references cloudedjudgement.substack.com website

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evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://cloudedjudgement.substack.com/
→ references Jamin Ball person

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evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://linkedin.com/in/jamin-ball-49366137
→ references Clouded Judgement 102524 Misaligned website

0.77

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://cloudedjudgement.substack.com/p/clouded-judgement-102524-misaligned
→ appeared on This Week in Startups podcast

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evidence rules-v5
Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045
→ hosted by Jason Calacanis person

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evidence rules-v5
Feed author/publisher: Jason Calacanis
→ discusses Technology company

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

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evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://youtube.com/thisweekin
→ references @Thisweekinstartups website

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evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://tiktok.com/@thisweekinstartups
→ references Tech website

0.38

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://claconnect.com/tech

Entities found in this episode

websites 16

mentioned twistartups.substack.com website

0.90

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://twistartups.substack.com/
mentioned Twist website

0.90

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://linkedin.com/twist
mentioned @Calacanis website

0.90

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://substack.com/@calacanis
mentioned cloudedjudgement.substack.com website

0.90

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://cloudedjudgement.substack.com/
mentioned Clouded Judgement 102524 Misaligned website

0.90

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://cloudedjudgement.substack.com/p/clouded-judgement-102524-misaligned
references twistartups.substack.com website

0.77

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://twistartups.substack.com/
references Twist website

0.77

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://beehiiv.com/twist
references @Calacanis website

0.77

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://substack.com/@calacanis
references cloudedjudgement.substack.com website

0.77

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://cloudedjudgement.substack.com/
references Clouded Judgement 102524 Misaligned website

0.77

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://cloudedjudgement.substack.com/p/clouded-judgement-102524-misaligned
mentioned ThisWeekIn website

0.45

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://youtube.com/thisweekin
mentioned @Thisweekinstartups website

0.45

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://tiktok.com/@thisweekinstartups
mentioned Tech website

0.45

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://claconnect.com/tech
references ThisWeekIn website

0.38

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://youtube.com/thisweekin
references @Thisweekinstartups website

0.38

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://tiktok.com/@thisweekinstartups
references Tech website

0.38

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://claconnect.com/tech

persons 5

mentioned Jamin Ball person

0.90

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://linkedin.com/in/jamin-ball-49366137
references Jamin Ball person

0.77

evidence rules-v5
Link in episode "Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045": https://linkedin.com/in/jamin-ball-49366137
mentioned Altimeter's Jamin Ball person

0.72

evidence rules-v5
Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045
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

companys 2

mentioned Technology company

0.50

evidence rules-v5
Feed category: Technology
discusses Technology company

0.40

evidence rules-v5
Feed category: Technology

podcasts 1

appeared on This Week in Startups podcast

0.68

evidence rules-v5
Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045

Episode description as stored

This Week in Startups is brought to you by… LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://www.linkedin.com/twist to post your first job for free. Terms and conditions apply. Beehiiv. Power your newsletters with AI tools, referral programs, and ad network features—all in one platform. Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.CLAconnect.com/tech * Todays show: Altimeter's Jamin Ball joins Alex Wilhelm to discuss VC-founder dynamics, fund returns, rapid fundraising, and its impact on M&A. They cover public vs. private valuations, startup liquidity, AI's influence, SaaS trends, and Jamin's outlook on IPOs and exits. * Timestamps: (0:00) Jamin joins Alex to kick off the show (6:30) Alignment of incentives between VCs and founders (10:25) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist (11:54) Venture capital allocation demand and its impact (15:55) Comparison of returns between small and large venture funds (21:54) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist (23:23) Power laws in startups and venture capital's impact (24:19) Effects of rapid fundraising cycles on founders (31:33) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech (32:59) Raising large rounds and long-term commitments (35:15) Venture capital's influence on startup M&A activity (37:38) Public vs private market valuation disparities (39:24) Future of startup liquidity and exit scenarios (46:06) Proposals for realigning venture capital funds and founder incentives (47:41) Impact of AI on startup growth and venture capital (52:20) SaaS multiples and cloud software market analysis (57:43) Software spending trends and startup optimism for 2024 (1:00:15) Procurement scrutiny in startup budgets and market differentiation (1:01:17) Promising companies and Jamin Ball's investment outlook (1:01:28) Expectations for IPOs and startup exits in the coming year * Mentioned on the show: Join Jamin's substack here: https://cloudedjudgement.substack.com/ Jamin's article: https://cloudedjudgement.substack.com/p/clouded-judgement-102524-misaligned Check out Altimeter: https://www.altimeter.com/home Follow Bill Gurlery on X: https://x.com/bgurley 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 * Follow Jamin: X: https://x.com/jaminball LinkedIn: https://www.linkedin.com/in/jamin-ball-49366137 * 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: (10:25) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist (21:54) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist (31:33) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech * 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