DDQ: Discuss, Debate & Question VC Predictions for 2024 with Alexa Binns and Earnest Sweat

This week on Swimming with Allocators, your hosts Earnest and Alexa share their first DDQ style episode -- where they Discuss, Debate & Question one another on trends in venture. This episode Alexa and Earnest make their personal predictions for venture in 2024. They reflect on 2023's key events, such as the rise of AI, banking changes, tech layoffs, and remote work's evolution. The hosts predict more VC spin-outs, a contraction of key talent at the pre-seed, and the rise of a consumer juggernaut in the 2024 vintage. They also explore the potential for a non-software B2B tech renaissance and address audience questions on fund operations and diversity's impact on the industry.
Highlights from this week’s conversation include:
Discussing the Changes in 2023 and Lessons Learned (0:02)
Mapping LP Slots and Strategic Time Spending (4:22)
Momentous Changes in the Venture Capital Asset Class (7:55)
Uncovering Unspoken Messages from Allocators (9:17)
Venture Capital Predictions for 2024 (12:21)
Expectations for Seed and Pre-Seed Investors in 2024 (17:24)
The counter to VC and America (21:10)
Consolidation in the VC ecosystem (22:58)
Managing a zombie fund (24:34)
The rise of consumer investors (28:50)
Vertical applications for AI (33:55)
VC firms reopening funds (37:41)
Questions allocators should ask VCs (40:18)
Expansion and Experience (41:13)
Generational Change (42:12)
Emerging Managers and DQ's (44:08)
Diversity in Venture Capital (45:55)
Progress and Challenges (48:17)
Final thoughts and takeaways (48:44)
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.