The Exit Strategy

03/24/2023

As the Biden administration escalates its threats against TikTok, the company’s chief executive made his first appearance before Congress on Thursday. Given the U.S. government’s aggressive recent posture, TikTok CEO Shou Zi Chew was destined for a harsh turn under the glare of the government’s big, bright lights — and that’s very much what played out across the hearing’s sprawling five hours....

As the Biden administration escalates its threats against TikTok, the company’s chief executive made his first appearance before Congress on Thursday. Given the U.S. government’s aggressive recent …

03/13/2023

Summary Episode 30, The SVB Collapse is sending shockwaves throughout the market but let's review what really happened. Act 1 – We developed ANOTHER Technology Bubble, Interest rates cut to zero. The developed world received thousands of dollars in stimulus checks sent to people, and tech stocks rose significantly. In 2020-2021 you had a tremendous amount of cash being dumped into these tech start-ups....

Summary Episode 30, The SVB Collapse is sending shockwaves throughout the market but let’s review what really happened. Act 1 – We developed ANOTHER Technology Bubble, Interest rates cut to z…

02/21/2023

In Episode 27 we discuss Fundraising by venture-capital firms hitting a nine-year low in the fourth quarter. Venture firms raised $20.6 billion in new funds in the fourth quarter. That was a 65% drop from the year-earlier quarter and the lowest fourth-quarter amount since 2013. “Dry powder” would prove to be “wet powder ” as venture capital funds opt to support existing portfolio companies through rough times over making new investments....

In Episode 27 we discuss Fundraising by venture-capital firms hitting a nine-year low in the fourth quarter. Venture firms raised $20.6 billion in new funds in the fourth quarter. That was a 65% dr…

02/10/2023

Venture funding has started flooding back in at least one area: Secondaries! But what is a Secondary? Ralph DiFiore, discusses his experience raising money for one of the pioneering secondary funds in the market. What is the market for it and who is to benefit but more importantly why is it useful? Meta’s Reality Labs lost $13.7 billion on VR and AR last year....

Venture funding has started flooding back in at least one area: Secondaries! But what is a Secondary? Ralph DiFiore, discusses his experience raising money for one of the pioneering secondary funds…

02/10/2023

Episode 25 – Fed Funds Rates are Going UP! The EU market Overview!

In episode 25 we discuss the Fed Funds rates, and we all agree that they are going up. We discuss the EU market and find that there are many amazing deals but they are typically in the smaller size…

01/19/2023

Apellix is an aerial robotics company that develops autonomous aircraft with robotic arms and end effectors (hands) for use in industrial applications and the built environment....

Apellix is an aerial robotics company that develops autonomous aircraft with robotic arms and end effectors (hands) for use in industrial applications and the built environment.

01/13/2023

Mark Gaalswyk, the CEO of Easy Energy Systems (EES)...

Mark Gaalswyk, the CEO of Easy Energy Systems (EES)

01/13/2023

Gustavo Medeiros live on the floor

The Exit Strategy is on the floor of the most influential tech event in the world with Gustavo Neiva de Medeiros, CEO of TeleUP & WISPTV an tool in the space for …

01/13/2023

Episode 20, it’s part two of the start of 2023. We have Sebastian Laye back on the show, Sebastian just published another article on the New York Times Equivalent in France, Le Figaro, the view on how Inflation is hitting the economy in Europe. We go over the 2022 market, the impact of everything on the stock market, and the decline of the CAC 40, the S&P 500, and the NASDAQ....

Episode 20, it’s part two of the start of 2023. We have Sebastian Laye back on the show, Sebastian just published another article on the New York Times Equivalent in France, Le Figaro, the view on …

01/09/2023

https://podcasts.apple.com/us/podcast/episode-21-gustavo-medeiros-live-from-ces-2023-wisptv/id1643435294?i=1000592925621

The Exit Strategy Podcast is on the floor of the most influential tech event in the world with Gustavo Neiva de Medeiros, CEO of TeleUP & WISPTV an tool in the space for streaming content creators. Gustavo has over 20 years of /C-Level in the TV Streaming space with global success. Gustavo is also an angel investor & a VC investor.

We sit with Gustavo to understand what he is doing at / with my partners (Free advertising Supported TV) and the search for a unicorn at Eureka Park (where all the startups are located). We go over what he's seeing at CES 2023 and there is clearly a very noteworthy discussion regarding Artificial Intelligence and the clarity has come from the development in and the clear of what's coming next in the artificial intelligence space.

‎Show The Exit Strategy Podcast, Ep Episode 21 - Gustavo Medeiros - LIVE from CES 2023 - WISPTV & USTVNOW365 - Jan 6, 2023

01/05/2023

https://anchor.fm/theexitstrategy/episodes/Episode-20---Sebastian-Laye---Back-to-Discuss-the-European-Prospective-on-2023--and-A-Look-Back-on-2022-e1t3b4g/a-a94p1tv

Episode 20, it’s part two of the start of 2023. We have Sebastien Laye back on the show, Sebastian just published another article on the New York Times Equivalent in France, Le Figaro, the view on how Inflation is hitting the economy in Europe. We go over the 2022 market, the impact of everything on the stock market, and the decline of the , the , and the . The decline in funding to the growing economy could realize an uptick in the consolidation play in the market as funding tightens along with the increase in inflation, forcing companies to consolidate or realize a failure/bankruptcy. But what does consolidation look like? We have not seen this kind of market in quite some time; so what is the take from our hosts that have been in the Financial space for quite a number of cycles?

Episode 20, it’s part two of the start of 2023. We have Sebastian Laye back on the show, Sebastian just published another article on the New York Times Equivalent in France, Le Figaro, the view on how Inflation is hitting the economy in Europe. We go over the 2022 market, the impact of everything ...

01/02/2023

Summary Episode 19 of the Exit Strategy, 2023 is here and we are looking back at 2022 and discussing how the market has changed. The market has not seen a real interest rate environment since 2008, and we need to come to realize that the market forgot how to manage this kind of market. What this means is that for the past 15 years we have had a zero interest rate environment which means many funds were built around this environment, and we could expect to see that funds will need to rework their LP Agreements to reflect a real interest rate environment....

Summary Episode 19 of the Exit Strategy, 2023 is here and we are looking back at 2022 and discussing how the market has changed. The market has not seen a real interest rate environment since 2008,…

01/02/2023

Episode 18, we welcome Hans Blankenburgh, who is the Chief Representative of a Dutch Agency Responsible for Aiding Dutch Companies Expand Into the Americas. We discuss with hand how the agency helps in the expansion, and what steps the government takes to facilitate international expansion into the Americas. Hans feels that expansion through a local acquisition is the best way to expand into new territory as you acquire: clients, cash flow, and a structure with working employees who have the experience of working with the local culture, regardless of which country you are expanding into in the Americas territory. ...

Episode 18, we welcome Hans Blankenburgh, who is the Chief Representative of a Dutch Agency Responsible for Aiding Dutch Companies Expand Into the Americas. We discuss with hand how the agenc…

12/26/2022

In episode 17 of The Exit Strategy, we have Charles Bennett, an adjunct professor of leadership and executive coach. He has taught the topic of leadership for many years and expresses how its definition differs.
Charles Bennett clearly identifies how leadership styles differ in the USA vs. France, and Charles goes through his experience of working at Cartier in North America and France, and despite it being the same company, the leadership was quite different. Charles believes that leadership is and could be a title but at times a leader rises to the occasion, and that leader could be more impactful.
Leadership in the USA is seen as you either have it or you don’t but in France leadership is bestowed and granted to the person. Swatick discusses his experience dealing with leadership in India, and how leadership was less delegated compared to the USA and especially France. Ralph, being one of the founders of Chatsworth, has seen how leadership has changed significantly since the foundation of the organization.
Elon must is a great example of how you could be in the same country, start SpaceX, and Tesla, and become the leader of Twitter, and what skills are important in leadership in various industries even within the same country.
Charles working at the greatest educational intuitions in France sees how leadership changes through going through educational training and implementing those skills in real-life situations providing confidence by putting the mirror in front of them to honor and own the success of their careers.

In episode 17 of The Exit Strategy, we have Charles Bennett, an adjunct professor of leadership and executive coach. He has taught the topic of leadership for many years and expresses how its definition differs. Charles Bennett clearly identifies how leadership styles differ in the USA vs. France, a...

12/22/2022

n episode 17 of The Exit Strategy, we have Charles Bennett, an adjunct professor of leadership and executive coach. He has taught the topic of leadership for many years and expresses how its definition differs.
Charles Bennett clearly identifies how leadership styles differ in the USA vs. France, and Charles goes through his experience of working at Cartier in North America and France, and despite it being the same company, the leadership was quite different. Charles believes that leadership is and could be a title but at times a leader rises to the occasion, and that leader could be more impactful.
Leadership in the USA is seen as you either have it or you don’t but in France leadership is bestowed and granted to the person. Swatick discusses his experience dealing with leadership in India, and how leadership was less delegated compared to the USA and especially France. Ralph, being one of the founders of Chatsworth, has seen how leadership has changed significantly since the foundation of the organization.
Elon must is a great example of how you could be in the same country, start SpaceX, and Tesla, and become the leader of Twitter, and what skills are important in leadership in various industries even within the same country.
Charles working at the greatest educational intuitions in France sees how leadership changes through going through educational training and implementing those skills in real-life situations providing confidence by putting the mirror in front of them to honor and own the success of their careers.

In episode 17 of The Exit Strategy, we have Charles Bennett, an adjunct professor of leadership and executive coach. He has taught the topic of leadership for many years and expresses how its definition differs. Charles Bennett clearly identifies how leadership styles differ in the USA vs. France, a...

12/21/2022

Summary In episode 17 of The Exit Strategy, we have Charles Bennett, a professor of leadership and executive coach. He has taught the topic of leadership for many years and expresses how its definition differs. Charles Bennett clearly identifies how leadership styles differ in the USA vs. France, and Charles goes through his experience of working at Cartier in North America and France, and despite it being the same company, the leadership was quite different....

Summary In episode 17 of The Exit Strategy, we have Charles Bennett, a professor of leadership and executive coach. He has taught the topic of leadership for many years and expresses how its defini…

12/20/2022

https://spotifyanchor-web.app.link/e/e8e1S5VhVvb

In episode 16 of the Exit Strategy, we can begin to see the beginnings of the meltdown of FTX as Sam Bankman Fried has been placed under arrest without bail. The Dow Jones Industrial Average tumbled almost 900 points on Thursday, putting U.S. stocks on track for their worst day in three months, as investors digested tough talk from the Federal Reserve on inflation that revived concerns about a potential U.S. recession. With the rise of interest rates, we have witnessed a massive slowdown in funding in the technology sector as investors have more options to invest in risk-free market assets as they take a step back from the volatile stock market. Updates on what we can expect in the coming year.

In episode 16 of the Exit Strategy, we can begin to see the beginnings of the meltdown of FTX as Sam Bankman Fried has been placed under arrest without bail. The Dow Jones Industrial Average tumbled almost 900 points on Thursday, putting U.S. stocks on track for their worst day in three months, as i...

12/12/2022

Fintech unicorn valuations have taken a hit in 2022, Getir acquires grocery app rival Gorillas in $1.2bn deal, 99% of founders get this wrong when fundraising

Episode 15, Fintech unicorn valuations have taken a hit in 2022 and Swatick discusses his experience with some of these FinTech start-ups such as a Buy Now Pay Later product; so how does it work an…

12/12/2022

https://spotifyanchor-web.app.link/e/x579Knd3Hvb
Episode 15, unicorn have taken a hit in 2022 and Swatick discusses his experience with some of these FinTech start-ups such as a Buy Now Pay Later product; so how does it work and what is his experience. Getir acquires app rival Gorillas in $1.2bn deal but what’s happening behind the details, and despite a 1.3-Billion USD investment, the investors complete a 1.2-billion stock swap and a $40-milllion cash-out. investor Charlie : ‘The world is not driven by greed; it’s driven by envy’. The one slide 99% of founders get wrong when fundraising; and here are the most :

1. Forgetting to include the slide altogether.
2. Not naming a specific dollar amount you are raising.
3. Including a valuation on the slide.
4. Omitting what the funds will be used for.
5. Listing a specific runway, i.e., “This will keep us running for 18 to 24 months.”

Episode 15, Fintech unicorn valuations have taken a hit in 2022 and Swatick discusses his experience with some of these FinTech start-ups such as a Buy Now Pay Later product; so how does it work and what is his experience? Getir acquires grocery app rival Gorillas in a $1.2bn deal but what’s happe...

12/11/2022

Episode 14, we just put out an article with over 350 pickups across the globe, talking about what we expect in 2023. We believe that that market is prime for the strong. Europe is showing signs of weakness and we are firm believers that EU markets should be seeking capital from the United States because there is capital seeking European investments. There is always a bull market, and we attempt to point this out because despite local markets being weak in Europe, the investable market in the United States is 10x larger than in terms of GDP. What is driving Technology company success and customer experience is the most powerful driver. The conclusion is that founders must understand that when the market is hot and you have more than one bonafide offer, take it because the market is telling you your price. Founders that start a , build it, exit and develop a track record are the most powerful CEOs in the market.

Episode 14, we just put out an article with over 350 pickups across the globe, talking about what we expect in 2023. We believe that that market is prime for the strong. Europe is showing signs of weakness and we are firm believers that EU markets should be seeking capital from the United States bec...

12/10/2022

We believe that that market is prime for the strong. Europe is showing signs of weakness and we are firm believers that EU markets should be seeking capital from the United States because there is capital seeking European investments.

Episode 14, we just put out an article with over 350+ pickups across the globe, talking about what we expect in 2023. We believe that that market is prime for the strong. Europe is showing signs of…

11/27/2022

It's the dual of the ! We speak with one of the co-hosts of "Pounding The Table" A podcast by Anthony Ohayon and Avi Mash about The Stock Market, The Art of Options Trading. Former guests include Anthony Scaramucci, Anatoly Yakovenko - Founder of Solana, Jim McKelvey - Co-Founder of Square, Howard Lindzon - Founder of StockTwits, Scott Lynn - Founder of Masterworks, and many more....

It’s the dual of the ! We speak with one of the co-hosts of “Pounding The Table” A podcast by Anthony Ohayon and Avi Mash about The Stock Market, The Art of Options Tradi…

11/21/2022

It's the dual of the ! We speak with one of the co-hosts of "Pounding The Table" A podcast by Anthony Ohayon and Avi Mash about The Stock Market, The Art of Options Trading. Former guests include Anthony Scaramucci, Anatoly Yakovenko - Founder of Solana, Jim McKelvey - Co-Founder of Square, Howard Lindzon - Founder of StockTwits, Scott Lynn - Founder of Masterworks, and many more.

We dive deep into the debacle and how it's impacting the crypto markets and other crypto exchanges. 's Elon Musk experience and the growing number of layoffs.

It's the dual of the ! We speak with one of the co-hosts of

11/11/2022

We took a week off as we changed studios in France. We had a huddle podcast sit down with the hosts: Ralph DiFiore and Swatick Majumdar. We were catching up on the Meta, Twitter, FTX's move from LOI > to deal cancelation > Bankruptcy, interest rate movements, and what it means for VCs, start-ups, and more.

We took a week off as we changed studios in France. We had a huddle podcast sit down with the hosts: Ralph DiFiore and Swatick Majumdar. We were catching up on the Meta, Twitter, FTX’s move f…

11/08/2022

We’re at the Hotel Tech conference. Speaking with seeking to in the .

10/25/2022

Summary In Episode 11 of the Exit Strategy, we sit down with Emmanuel Gonzalez, who is the founder & of 6XPOS. 6XPOS is an API-based system, which is built on a uniform coding language (C #), which is an open flexible POS system that can integrate with any market app in any country. It has the ability to install on any hardware, complete UI/UX customization, and multi-country support....

Summary In Episode 11 of the Exit Strategy, we sit down with Emmanuel Gonzalez, who is the founder & of 6XPOS. 6XPOS is an API-based system, which is built on a uniform coding languag…

10/24/2022

If you were to buy a fund that is the bottom 50% of Sequoia’s investments — you would almost certainly have negative returns. If you want to mirror Sequoia, it’s extremely important that you get into their best investments. Their best investments don’t do bridge rounds. So the very act of buying up all of Sequoia’s (or A16Z’s, Founders Fund’s, etc.) bridge rounds is an exercise in adverse selection. As a whole, you’re going to buy an index of their money-losing investments.

To The AngelList LP Community,

10/19/2022

In episode 10 of the Exit Strategy, we speak with our guest Daniel Kahn who is responsible for and in , the Middle East, and Africa for Wilson Sonsini Goodrich & Rosati ("Wilson Sonsini"), the in the Technology business in the United States, today. We ask Daniel Kahn the questions that European founders would want to consider when expanding their company or selling it in the United States.

1. When should you go to the ?
2. Why should companies consider the ?
3. A guide and steps to being ready to go to the USA:
4. Where is the right place to in the USA?
5. When should a start-up bring in a lawyer?
a. Term Sheets
b. Experience with LPs or Investors
6. How should a company prepare if they are in Europe to expand into the USA?
7. Cultural understanding of the deal, the exit: Cash, Debt, Equity, etc., investment: Equity, Trenching, etc.

In episode 10 of the Exit Strategy, we speak with our guest Daniel Kahn who is responsible for Strategy and Business Development in EMEA (Europe, the Middle East, and Africa) for Wilson Sonsini, the premier law firm in the Technology business in the United States, today. We ask Daniel Kahn the quest...