{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"20VC: The AI Boom Will Create Enormous Roadkill: Who Wins &amp; Loses | Why Founders Should Never Take Multi-Stage Money at Seed | Why Triple, Triple, Double, Double is Good Enough","description":"David Frankel is one of the great seed investors of our time. As the Co-Founder of Founder Collective he has backed the likes of Uber, Coupang, Suno, PillPack, Airtable, Whoop, Shield AI and many more. In a world of expanding fund sizes, David and Founder Collective are one of the only successful franchises to truly stick to small, boutique funds.&amp;nbsp; AGENDA: 00:00 The Bubbles Are Getting Bigger\u2014and There Will Be a Lot of Roadkill 05:21 The Worst-Performing Funds Will Be the $50M\u2013$100M Seed Funds 25:06 \u201cWe\u2019re Greedy for Returns, Not Management Fees\u201d 30:10 \u201cPro Rata Is the Original Sin\u201d 32:59 \u201cA $1BN Valuation Is the New Series A\u201d 46:39 \u201cI Have Never Seen Secondary Markets This Liquid\u201d 58:03 Microsoft Has Done a Crappy Job of AI\u2014and Another Dot-Com Crash Is Inevitable 01:08:25 OpenAI and Anthropic Will Be Disrupted\u2014and China Could Do It 01:16:12 \u201cAnyone Who Claims They Knew Is Full of Shit\u201d 01:19:56 Our Children Won\u2019t Need to Drive\u2014and Chemotherapy Will Look Prehistoric &amp;nbsp; ","author_name":"The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch","author_url":"http:\/\/www.thetwentyminutevc.com\/","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/42363980\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/204913090"}