Transparent VC Podcast · Tribe Talkin'
Tribe Talkin' Ep 31: Breakthrough Vic. Shutdowns. Write-Downs. VC Co's Confident Underachievers? Square Peg Returns. M&A Canva. IPO Market. AI. Charts.
28 March 2024 · 1:04:05
In this weeks episode:
- Our upcoming DeepdiveMcDeepDiveFace episode on Go-To-Market Strategy.
- Tech Council of Australia <a href="https://techcouncil.com.au/wp-content/uploads/SouthStart-Report.pdf" target="_self" title="Link: https://techcouncil.com.au/wp-content/uploads/SouthStart-Report.pdf" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://techcouncil.com.au/wp-content/uploads/SouthStart-Report.pdf" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">report.
- Startup shut downs<a href="https://www.linkedin.com/feed/update/urn:li:activity:7175876552709087232/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7175876552709087232%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" target="_self" title="Link: https://www.linkedin.com/feed/update/urn:li:activity:7175876552709087232/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7175876552709087232%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.linkedin.com/feed/update/urn:li:activity:7175876552709087232/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7175876552709087232%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color"> rise.
- Investors in Baraja have written down their stakes to <a href="https://www.afr.com/technology/300m-to-zero-blackbird-backed-self-driving-car-start-up-stalls-20240320-p5fdyl" target="_self" title="Link: https://www.afr.com/technology/300m-to-zero-blackbird-backed-self-driving-car-start-up-stalls-20240320-p5fdyl" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.afr.com/technology/300m-to-zero-blackbird-backed-self-driving-car-start-up-stalls-20240320-p5fdyl" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">zero (Nick Bonyhady).
- Blackbird write-downs and write-ups in <a href="https://www.afr.com/technology/blackbird-slashes-valuations-of-top-aussie-start-ups-20240321-p5fec4" target="_self" title="Link: https://www.afr.com/technology/blackbird-slashes-valuations-of-top-aussie-start-ups-20240321-p5fec4" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.afr.com/technology/blackbird-slashes-valuations-of-top-aussie-start-ups-20240321-p5fec4" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">portfolio(Jessica Sier).
- Are VC backed companies just overconfident <a href="https://www.linkedin.com/feed/update/urn:li:activity:7174677518346530816?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7174677518346530816%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" target="_self" title="Link: https://www.linkedin.com/feed/update/urn:li:activity:7174677518346530816?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7174677518346530816%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.linkedin.com/feed/update/urn:li:activity:7174677518346530816?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7174677518346530816%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">underachievers?
- Breakthrough Victoria: our thoughts on if it should <a href="https://www.linkedin.com/feed/update/urn:li:activity:7176418874983088130?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7176418874983088130%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" target="_self" title="Link: https://www.linkedin.com/feed/update/urn:li:activity:7176418874983088130?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7176418874983088130%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.linkedin.com/feed/update/urn:li:activity:7176418874983088130?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7176418874983088130%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">exist.
- <a href="https://www.afr.com/technology/csiro-backs-its-long-term-vc-bet-despite-nil-returns-20240321-p5febk" target="_self" title="Link: https://www.afr.com/technology/csiro-backs-its-long-term-vc-bet-despite-nil-returns-20240321-p5febk" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.afr.com/technology/csiro-backs-its-long-term-vc-bet-despite-nil-returns-20240321-p5febk" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">Main Sequence is not Breakthrough Victoria (Nick Bonyhady).
- Deep tech incubator Cicada Innovations launches <a href="https://www.startupdaily.net/topic/events/applications-for-this-years-cicada-x-tech23-have-opened-for-deep-tech-startups/" target="_self" title="Link: https://www.startupdaily.net/topic/events/applications-for-this-years-cicada-x-tech23-have-opened-for-deep-tech-startups/" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.startupdaily.net/topic/events/applications-for-this-years-cicada-x-tech23-have-opened-for-deep-tech-startups/" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">Cicada x Tech23(Startup Daily).
- Square Peg's amazing returns to<a href="https://www.capitalbrief.com/briefing/square-peg-hits-1b-in-investor-returns-appoints-new-partner-5f601785-ff0d-459c-8586-9e8f8b334174/" target="_self" title="Link: https://www.capitalbrief.com/briefing/square-peg-hits-1b-in-investor-returns-appoints-new-partner-5f601785-ff0d-459c-8586-9e8f8b334174/" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.capitalbrief.com/briefing/square-peg-hits-1b-in-investor-returns-appoints-new-partner-5f601785-ff0d-459c-8586-9e8f8b334174/" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color"> investors (Hugo Mathers).
- Culture Amp acquisition of <a href="https://www.capitalbrief.com/briefing/culture-amp-to-acquire-people-analytics-company-orgnostic-81f82c61-7ffa-4882-873a-b64b7459c7ea/" target="_self" title="Link: https://www.capitalbrief.com/briefing/culture-amp-to-acquire-people-analytics-company-orgnostic-81f82c61-7ffa-4882-873a-b64b7459c7ea/" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.capitalbrief.com/briefing/culture-amp-to-acquire-people-analytics-company-orgnostic-81f82c61-7ffa-4882-873a-b64b7459c7ea/" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">Orgnostic (Hugo Mathers).
- Canva has acquired UK creative software suite <a href="https://www.capitalbrief.com/briefing/canva-acquires-uks-affinity-d9f5332d-a4d9-4684-9f31-9c10a0cf0a5d/" target="_self" title="Link: https://www.capitalbrief.com/briefing/canva-acquires-uks-affinity-d9f5332d-a4d9-4684-9f31-9c10a0cf0a5d/" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.capitalbrief.com/briefing/canva-acquires-uks-affinity-d9f5332d-a4d9-4684-9f31-9c10a0cf0a5d/" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">Affinit (Jassmyn Goh).
- Reddit & Truth Social IPO's
- Nvidia launches new <a href="https://www.afr.com/technology/cheat-sheet-what-nvidia-has-launched-and-why-so-many-people-care-20240319-p5fdi1" target="_self" title="Link: https://www.afr.com/technology/cheat-sheet-what-nvidia-has-launched-and-why-so-many-people-care-20240319-p5fdi1" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.afr.com/technology/cheat-sheet-what-nvidia-has-launched-and-why-so-many-people-care-20240319-p5fdi1" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">products (Paul Smith and John Davidson).
- Technology differentiation going <a href="https://www.linkedin.com/feed/update/urn:li:activity:7173782093955543041/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7173782093955543041%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" target="_self" title="Link: https://www.linkedin.com/feed/update/urn:li:activity:7173782093955543041/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7173782093955543041%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.linkedin.com/feed/update/urn:li:activity:7173782093955543041/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7173782093955543041%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">to zero.
- The singularity arriving <a href="https://www.linkedin.com/feed/update/urn:li:activity:7173359830173253634/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7173359830173253634%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" target="_self" title="Link: https://www.linkedin.com/feed/update/urn:li:activity:7173359830173253634/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7173359830173253634%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.linkedin.com/feed/update/urn:li:activity:7173359830173253634/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7173359830173253634%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">2029.
- OpenAI needs some <a href="https://www.linkedin.com/posts/colingardiner_masterclass-on-how-not-to-answer-an-easy-activity-7174207196694532096-ki_s/?utm_source=share&utm_medium=member_desktop" target="_self" title="Link: https://www.linkedin.com/posts/colingardiner_masterclass-on-how-not-to-answer-an-easy-activity-7174207196694532096-ki_s/?utm_source=share&utm_medium=member_desktop" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.linkedin.com/posts/colingardiner_masterclass-on-how-not-to-answer-an-easy-activity-7174207196694532096-ki_s/?utm_source=share&utm_medium=member_desktop" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">media training.
- Charts
