Lots of news to discuss with John Ruffolo and Matt Cohen :
(00:21) The significant downturn in venture capital, the early reset signs, and the impact of a conservative approach to business and fundraising in 2023, especially in Canada
(02:09) The fate of companies that struggled to raise funds in 2023 and the shift towards supporting perceived winners and the inevitable challenges for "B" companies
(05:29) Private equity's large market and diverse opportunities
(06:48) Foundry Group's shutdown and the lack of structure for succession in VC
(09:20) The effectiveness of CEO shakeups and the high-risk nature of founders returning to their companies, questioning such moves.
(12:23) AI's explosive growth and why investing in foundational AI technologies is the best approach and the potential for major shifts in enterprise applications and cost reductions
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