Startup Valuations, Biotech’s Crunch & AI’s Massive TAM | E2147

Описание: Today’s show:

It’s another blockbuster panel of insiders, as Alex sits down with Astasia Myers from Felicis, Matt Turck from First Mark Capital, and D.A. Wallach of Time BioVentures. AI is reshaping early-stage investing, with startups raising record-setting rounds adn chasing $100B+ markets. Meanwhile, biotech faces a “Great Depression” as public markets stay shut, putting added pressure on private capital. In healthcare, AI-powered virtual doctors promise to bring world-class medical advice to everyone, while fertility tech could revolutionize IVF by automating embryo handling and slashing costs. Hear our VC experts exclusive thoughts on these trends and much more!

Timestamps:

(2:21) The post-Q2 landscape and everyone’s immediate reactions
(05:00) Why biotech is in a “Great Depression,” even for AI companies!
(9:36) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(12:14) Overpriced vs. high-performing: Do high prices ALWAYS mean low expected returns and vice versa?
(14:50) Mega markets: how AI is different from past software shifts
(18:58) Everyone’s companies are CRUSHING IT: why genAI has crazy tailwinds right now
(20:33) Sentry- New users get 3 months free of the Business plan (covers 150k errors). Go to http://sentry.io/twist and use code TWIST
(21:46) Product-market fit and revenue durability in AI
(24:29) Marketing and community development for early stage founders
(25:14) AI advancements in humor, avatars, and healthcare
(29:30) Public - Take your investing to the next level with Public. Build a multi-asset portfolio and earn 4.1% APY on your cash—with no fees or minimums. Start now at http://public.com/twist.
(30:45) Healthcare innovation and AI foundation models
(35:37) AI differentiation, OpenAI valuation, and infrastructure companies
(43:08) User experience in LLMs and AI inference costs
(51:21) AI healthcare applications and founding team trends
(56:28) Hiring trends, burn rates, and outsourcing in biotech
(1:01:51) Government investment in biotech and the European AI ecosystem
(1:06:43) Academic founders and the Felicis Fellows program
(1:09:10) Recent exits and the outlook for the upcoming quarters
(1:12:27) Innovations in fertility treatments and prenatal testing
(1:15:51) Summary of bullish trends and future outlook
(1:16:14) Closing remarks and future check-in plans

*

Subscribe to the TWiST500 newsletter: [https://ticker.thisweekinstartups.com](https://ticker.thisweekinstartups.com/)

Check out the TWIST500: [https://www.twist500.com](https://twist500.com)

Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

*
Follow Lon:
X: https://x.com/lons

*

Follow Alex:
X: https://x.com/alex

LinkedIn: [⁠  / alexwilhelm  ](  / alexwilhelm  )

*

Follow Jason:
X:   / jason  

LinkedIn: [  / jasoncalacanis  ](  / jasoncalacanis  )

*

Thank you to our partners:

(9:36) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech

(20:33) Sentry - New users get 3 months free of the Business plan (covers 150k errors). Go to http://sentry.io/twist and use code TWIST

(29:30) Public - Take your investing to the next level with Public. Build a multi-asset portfolio and earn 4.1% APY on your cash—with no fees or minimums. Start now at http://public.com/twist

All rights for the video shared and linked below belong to the original copyright holder, and we are using the footage under the principle of fair use.


Listen here:
Apple: https://podcasts.apple.com/us/podcast...
Spotify: https://open.spotify.com/show/6ULQ0ew...
Overcast: https://overcast.fm/itunes315114957/t...

More from us:
Twitter:   / twistartups  
Instagram:   / thisweekinstartups  
Official site: https://thisweekinstartups.com

Subscribe to our YouTube to watch all full episodes:
   / @startups  

Subscribe to TWiST Clips for all the best moments:
   / @twistclips  

#startups #entrepreneurship #investing #angelinvesting #tech #news #business