Why the VC Hype Cycle Always Gets It Wrong | VC Roundtable | E2307

Hello and welcome back to Twist. My name is Alex. It's Wednesday, which means it's time for yet another Venture Capital round table. This time, I do have to say we have an incredible panel. And as you can tell from the back underneath my eyes, there's more than a little bit going on. So today We're going to be looking into strong second quarter exits, including a number of IPOs, the return of anthropics, mythos, and table models, rising demand for open weight Chinese models, including GLM five point two, what to make of$100 million series A rounds and even larger seed rounds, and how our panelists are navigating investing in yet another boom. This week in startups is brought to you by CLA. Innovation takes balance. CLAs, CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at CLAC.com slash With you, Northwest Registered Agent. Get more when you start your business with Northwest. In ten clicks in ten minutes, you can form your company and walk away with a real business identity. Lear more at Northwest Registered Agent dot com slash twist. And agree dot com. Stop chasing invoices and automate your entire contract to cash stack.

Go to agree dot com and tell them Jason sent you to get fifty percent off for life. Now today I have with me Aileen Lee from Cowboy V C. Aileen, how are you doing? Oh, great. I'm excited to be here. Now your firm raised a two hundred and thirty million dollar fund four and a one hundred and forty million dollar opportunity fund back in two thousand twenty three. You guys have back to Drata, standard kernel, and Binti, amongst others. How goes fundraising for fund five? Uh we're not raising for fund. five right now. Uh we're still investing fund four. And it's uh I mean we're gonna talk about it. It's a wild time right now, but a lot of exciting things to look at right now and some I think Founder quality is incredible right now. It's always good to hear. We also have Mike Maples from Floodgate. Mike, how are you doing?

Can't complain. Now you filed with the SEC to raise a one hundred and thirty million dollar fund eight in May. Floodgate has backed lost energy. Hadrian and applied intuition. Have you filled up that new fund? Well, I'm I'm not sure I'm allowed to say, uh, but you know, we're we're we're in pretty good shape. Good. And then finally we have Ben Lair from Lair Hippo, which closed a two hundred million dollar fund nine last year. Uh Larry Hippo is back to Zipline, which we've had the show a number of times. Palmetto and Zen Business, amongst others. Ben. How are you? I'm doing okay. I I have more to complain about than Mike, I guess. Oh, okay. Well do you want to start We can start with a therapy session and then get into the conversation. Let's get into it. We got time. We have time. Actually, uh, before we do anything serious, I want to point out there's there's two of us here who tweet all the time, Mike and myself. And then there's these two people on the show today who apparently have lost access to their Twitter accounts, namely Aileen and Ben. So from Mike and I, how do you two manage to shut up when there's so much going on that both infuriates And delights us. Like how do you how do you not just constantly

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