Alex Rubalcava - We Want To Help Build Companies That Are Solving Hard Problems That Matter | #177
In episode 177, we welcome back our guest, Alex Rubalcava. Alex and Meb start the conversation by discussing startup company fundraising, and how it has gotten more difficult to attract top-tier VC firms. The two then get into Alex’s firm, the track to seeing over 1500 startups this year, the process of evaluating them, and doing meaningful work on about 75 per year. Alex shares his thoughts about the current IPO market, and some reasons he thinks it’s not in a bubble right now. Meb then asks about the SaaS business model, and how the world has changed. Alex weighs in with some comments and some ways he thinks about looking at these types of companies. Next, Alex gives a brief review of QSBS rules, and the potential tax benefits available to investors.
Key Points
- AI and machine learning are being utilized to automate processes and make predictions in various industries, leading to the consumption of more services rather than job displacement.
- Proprietary data sets are a significant competitive advantage for AI companies, enabling them to offer unique and valuable insights that cannot be easily replicated by competitors.
- The demographic shifts in the U.S. labor force, including the end of certain labor supply shocks, are leading to a scarcity of low-skilled labor, which could break businesses that rely heavily on this type of workforce.
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Transcript
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