David is a co-founder and partner at Craft Ventures, one of the foremost SaaS VCs. He was the former COO at Paypal and he’s invested in over 20 unicorns, including AirBnB, Facebook, Palantir, Uber, and SpaceX.
David and Auren discuss the state of SaaS in 2023 and consider how layoffs, seat contraction, and the broader macro environment could affect the ecosystem this year. David shares some advice on how companies should be positioning themselves to weather the downturn. They also talk about bubbles and cycles in tech, how to spot stand-out founders early, and which analysts have the best record on foreign policy.
You can find Auren Hoffman on Twitter at @auren and David Sacks on Twitter at @DavidSacks
Keith Rabois is the CEO of Openstore and a general partner at Founders Fund. He’s had an amazing career as a founder and senior operator at some of the most innovative companies of the last 20 years, including Paypal, Square, Opendoor, and LinkedIn.
Auren and Keith take a deep dive into spotting talent— one of Keith’s strengths— and discuss how he’s managed to hire so many incredible people over the years. They break down what makes a successful founder, why sitting on “too many” boards is the right move for VCs, and how Keith has reverse engineered a tech scene in Miami.
Keith has a highly unique perspective and brings sharp insight to everything from fundraising to culture to personal health.
You can find Auren Hoffman on Twitter at @auren and Keith at @Rabois.
Antonio Garcia Martinez is the NYT best selling author of Chaos Monkeys. He is a senior fellow at Lincoln Network. Previously, he was the founder of AdGrok and a product manager at Facebook.
Auren and Antonio explore the unintended consequences of regulation, the evolution of the adtech markets, and frameworks to apply when thinking about privacy. They also dive into Antonio’s pursuit of religion in an increasingly complex modern world.
You can find Auren Hoffman on Twitter at @auren and Antonio at @antoniogm.