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There is a ton of money on the sidelines waiting to invest right now. Paul and Ed are looking at a new Angel List fund and wondering if this is a byproduct of investors needing to adopt new models to find the returns they're seeking.
With recent changes to CAC founders are likely going to feel the squeeze when it comes to fundraising. Paul describes why the far ends of the barbel (very early and very late stage companies) will still be able to raise cash. However, the mid-stage companies will be like the actual barbel in the middle, slim pickings to raise a fundraising round.
Are investors pivoting away from "growth at all costs" for the companies they invest in? Paul thinks Ed is being too generous in his opinions of fellow investors on this point.
Is Walmart preparing to take on the likes of Uber and Door Dash for last-mile delivery?
And, Paul drops a question on Ed that may have to wait until next week to get a thorough answer.