DiscoverThis Week in StartupsLiquidity Summit Talks: Antonio Gracias and Gavin Baker | E1990
Liquidity Summit Talks: Antonio Gracias and Gavin Baker | E1990

Liquidity Summit Talks: Antonio Gracias and Gavin Baker | E1990

Update: 2024-08-07
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Todays show:


Alex leads us into two great talks from Liquidity Summit 2024.


First Jason sits down for a one-on-one with Valor’s Antonio Gracias (1:38 ), followed by a great talk with Gavin Baker of Atreides (39:01 )


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Timestamps:


(0:00 ) Teaser of today’s Liquidity Summit talks from Alex.


(1:13 ) Alex kicks off the show.


(1:38 ) Valor’s Antonio Gracias joins Jason


(4:26 ) Unbiased data and business models in AI


(10:02 ) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST


(11:14 ) Achieving AGI and robots in real-world applications


(14:26 ) Venture capital dynamics and innovation


(18:09 ) Athena case study: Investor operational support


(22:05 ) CommandBar - Visit ⁠https://www.commandbar.com/twist⁠ to get a custom live demo.


(23:04 ) Traditional venture playbook and crossover hedge funds


(28:33 ) US balance sheet implications and emerging entrepreneurship regions


(33:39 ) Immigration policy's role in recruitment


(36:19 ) Investing in socially impactful companies


(38:09 ) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24


(39:01 ) Atreides Management’s Gavin Baker joins Jason


(47:38 ) The importance of investing in relationships


(54:32 ) Resilience in public equity investing and learning from failure


(1:00:29 ) AI adoption differences between startups and enterprises


(1:02:32 ) America's innovation through resilience and immigration


(1:03:43 ) Google and Apple's AI strategies and infrastructure


(1:11:32 ) Meta's strategic moves in search and the metaverse


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Check out Valor: https://www.valorep.com/


Check out Atreides: https://atreidesmgmt.com/






Follow Antonio:


LinkedIn: https://www.linkedin.com/in/antonio-p-gracias






Follow Gavin:


X: https://x.com/GavinSBake


LinkedIn: https://www.linkedin.com/in/gavinbaker-portfoliomanager/


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Follow Alex:


X: https://x.com/alex


LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm/


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Follow Jason:


X: https://twitter.com/Jason


LinkedIn: https://www.linkedin.com/in/jasoncalacanis


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Thank you to our partners:


(10:02 ) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST


(22:05 ) CommandBar - Visit ⁠https://www.commandbar.com/twist⁠ to get a custom live demo.


(38:08 ) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24


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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland


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Check out Jason’s suite of newsletters: https://substack.com/@calacanis


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Liquidity Summit Talks: Antonio Gracias and Gavin Baker | E1990

Liquidity Summit Talks: Antonio Gracias and Gavin Baker | E1990

Jason Calacanis