VC React Podcast - Silicon Valley:
Every week, we bring you insights and reactions from top VCs, LPs, & Angel Investors, reacting to the latest news on Silicon Valley startups, funds, and investment rounds.
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Hosts:
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Available on:
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Guests:
1. Brian Belley, from KingsCrowd Capital
- LinkedIn Profile: https://www.linkedin.com/in/brianbelley/
- Company Website: https://kingscrowd.com/
2. Jenny Barba, Co-Founder & Managing Partner @ Features Capital
- LinkedIn Profile: https://www.linkedin.com/in/jennybarba/
- Company Website: https://featuresvc.co/
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News of the week brought to you by FWDstart.
This Week On The VC React Podcast:
- Paramount has gone full hostile with an all-cash bid for Warner Bros. Discovery, trying to blow up Netflix’s agreed deal. “Is this just old-school media consolidation, or a panic move in an AI era where if you don’t control the biggest IP libraries, AI-generated content ends up owning the audience instead of you?
- Kalshi just doubled its valuation in less than two months, and raised $1B at an $11B valuation as regulated prediction markets go fully mainstream. Does this feel like a new core asset class being born, or just a fancy, regulated gambling with great PR?
- SpaceX: an $800B secondary sale, talk of a $1.5 trillion IPO, and employees lining up to sell $2B worth of shares! Is this the rational pricing of the most important company of our time, or exactly how bubbles look on the way up?