First Jason and Molly cover how 5G rollouts are causing problem with airlines (2:03) and Lina Khan’s remarks on reworking antitrust regulation to not only consider deals inflicting consumer harm, but those lessening competition (10:10).
Then, David Rosenthal for Season 6 Episode 2 of Angel (29:00)
- David’s been a VC for a while, but he just launched a new $2.8M fund part-time with Nat Manning
- We get into why his small fund size is actually so significant and represents new possibilities in venture
- How he uses his podcast and community to get dealflow
- What he thinks you need before starting your own VC fund
(00:00) Jason intros the show
(02:03) Verizon and AT&T are running into 5G rollout challenges with airlines and the FAA
(08:57) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/angel
(10:10) Lina Khan's new view on antitrust
(18:51) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(20:10) Revisiting the $MSFT - $ATVI acquisition through the lens of "game share"
(22:07) Lina Kahn is considering expanding the view of antitrust for its impact on labor
(27:28) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(29:00) Welcoming David Rosenthal to the show
(31:57) Size & mandate of David Rosenthal's new fund, Kindergarten Ventures
(34:47) How the Acquired community fuels David's investing
(38:37) Can you start a fund without brand?
(41:06) How to navigate pro-rata as a small fund?
(42:40) Using SPVs to lead follow-on investing
(44:18) How a part-time investing is Kindergarten's secret weapon
(47:02) Choosing 506 C vs. traditional fund structure
(52:59) Raising Kindergarten VC
(54:48) "AWS" options for venture funds
(55:45) Why a $2.8M venture fund is finally possible
(1:02:31) Investing with a fund vs. being an angel
(1:05:45) David's take of the crypto ecosystem and how he evaluates crypto deals
(1:10:14) What aspect of investing has been the most difficult to learn?
(1:15:34) Best way to pitch David
FOLLOW David: https://twitter.com/djrosent
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood