NEWS: Instacart and Klaviyo file for IPO, State of VC distributions, AI lawsuits | E1798

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Today’s show:

Jason breaks down the exit market for LPs (8:57), Instacart and Klaviyo’s IPOs (22:13), writers suing OpenAI and Meta (50:15), and more!

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Time stamps:

(0:00) Producer Nick joins Jason

(2:27) The significance of Instacart and Klaviyo’s IPO filings

(5:41) The VC exit market

(7:50) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist

(8:57) The exit market for LPs and over-indexing in venture

(13:57) VC bloat and current state of the market

(20:39) Carta - Get 10% off your first SPV at https://carta.com/twist with promo code TWIST

(22:13) Breaking down Instacart’s S-1

(28:56) Ad dollars moving to new platforms and the importance of being close to the sale

(33:26) Instacart GTV tail off

(36:30) Roots - Head to investwithroots.com/TWIST to sign up and start investing today!

(38:03) Breaking down Klaviyo’s S-1

(44:09) Why it is crucial for founders to retain ownership early on

(50:15) Writers suing OpenAI; are broad-based LLMs trained on tons of data becoming a liability?

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