vc ethics

Sunday double-header. First, in VC Sunday School Jason discusses competing companies in the portfolio, when it's ok, when it's not and how to manage issues in good faith (01:52). Then, in This Week in Climate Startups, Molly interviews Energy Impact Partners' Shayle Kann (19:42) about "Deep Decarbonization," the carbon management industry (33:37) and more.

00:00 Jason and Molly intro today’s show
01:52 VCSS: Can you invest in competing companies? Where to draw that line?
11:55 iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
13:11 When to give a “no” to a company
19:42 TWiCS with Shayle Kann
22:19 Cyvatar - Get your first 2 months free at https://cyvatar.ai/twist
23:35 Deep Decarbonization
32:21 Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
33:37 Defining the Carbon Management Industry
49:18 The nuts and bolts of Shayle’s fund
56:57 Shayle’s podcasts: Carbon Copy and Catalyst

Check out Energy Impact Partners: https://www.energyimpactpartners.com

FOLLOW Shayle Kann: https://twitter.com/shaylekann
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood

0:01 Jason intros Tom Uebel & Lolita Taub
5:17 George Floyd/Black Lives Matter protests impacting Venture Capital, Angela Benton's tweets about her bad experience with Cowboy Ventures, how can VC move forward and be better towards underestimated founders?
17:37 Lolita & Jason reflect on some imperfect investor moments towards founders
23:55 How investor bias towards underrepresented founders manifests itself
28:23 Tom on focusing on diversity in hiring at the earliest stage of a companies life, how people with raw talent miss out on opportunities due to pattern-matching
39:23 Zoom's shuts down a Chinese pro-democracy account, importance of Data privacy at Command E, Jason's thoughts on Zoom only giving end-to-end encryption to paid accounts
52:36 Wall Street Bets, Meme stocks and a new generation of Robinhood traders
56:59 Reddit appoints YC CEO Michael Seibel to its board after Alexis Ohanian steps down, former interim CEO Ellen Pao has words for current CEO Steve Huffman
1:03:07 Issues of free speech & why relying solely on government organizations may be the wrong decision
1:05:45 Juneteenth observation, potential reparation ideas
1:10:27 Assessing COVID-19 recent death numbers & risk of getting back to work
1:23:03 Lolita shares her founder-investor matching tool
1:25:30 Tom demos Command E