Transparent Venture Capital by Tribe Global Ventures

Tribe Talkin' Ep 28: Southstart! Employment Hero vs Hostplus. Man Baby Sues OpenAI. Venture Debt Myths. ESOPs. Crossing The Chasm.

In todays episode of Tribe Talkin': 
We're at Southstart!
Bitcoin all time highs. And so is Gold. 
Employment Hero vs Hostplus. (Capital Brief: Bronwen Clune).
Elon sues OpenAI
Lawyers in Elon's pay case want US$6 Billion. 
One Ventures breaks down venture debt myths. 
Raising season is open. 
Raid fire capital raises.
How long it takes to get to certain points of investments.
ESOPs can make life difficult. (Capital Breif: Dan Van Boom). 
Secondary sales at Hopin. (AFR: Nick Bonyhady)
Crossing the chasm. 
Hello@tribeglobal.vc 
 

Investor Focus Ep 5: Dr Judy Halliday. Director, R&I Programs and Office of the SA Chief Entrepreneur

In this episode of Founder Focus: 
Dr. Judy Halliday is an exceptionally rare and valuable asset in the Australian innovation ecosystem, having operated in every pillar of the innovation landscape as an inventor, founder, investor, academic, director, advisor & industry professional across both private and public sectors as well as universities.
A prominent figure in the South Australian innovation and entrepreneurship landscape. She currently serves as the Director of the Office of the South Australian Chief Entrepreneur within the Department for Innovation and Skills (DIS). 
She also current serves as a NED at KIK Innovation, working to end youth unemployment through entrepreneurship education, is an Activator at SheEO, is an Advisory Board member of both the Medical Device Partnering Program and the Institute of Photonics & Advanced Sensing at the University of Adelaide
Prior to her current roles she was also a key figure at TechInSA (formerly known as BioSA), an organisation dedicated to supporting South Australia's high-tech sector, as well as roles at UniQuest and a former Director of the Australian Society for Medical Research.
And if that isn't enough, she was also a torch bearer for the 2000 Sydney Olympic Games!
hello@tribeglobal.vc 

Tribe Talkin' Ep 27: Soph. Investor Changes Will Happen. VC Facing a Cleansing. Blackbird Heads Offshore. Berkshire Annual Report. Octopus Deploy. Afterpay & Block. GTM vs Funnel Metrics.

 In today's episode of Tribe Talkin' 
Listener feedback "keep the sh*t bits in". 
Sophisticated investor changes are likely to happen:Bronwen Clune of Capital Brief summarises the key submissions from the ecosystem. 
Financial Services Council says hike the threshold to $5 Million. 
Berkshire Hathaway annual report. The first post Charlie's passing. 
Australia's venture capital scene is facing a 'cleansing' by Nick Bonyhady of the AFR. 
Rayn Wong explains what you need to be able to do to be good in VC. 
Blackbird heads to the US to find bigger deals. 
Octopus Deploy does its first large acquisition by Simon Thomsen of Startup Daily.
Block's acquisition of Afterpay and what we can learn. A great deep dive by Jack Derwin of Capital Brief. 
Would you choose the same VC's? A survey from SaasTr. 
hello@tribeglobal.vc 

Tribe Talkin' Ep 26: Canva's CFO Resigns. Capital Raising and M&A Activity In The Oz Ecosystem. Zuck's Got Fight. US Listed Markets. Listener Feedback.

Episode Webpage with all the charts : https://go.tribeglobal.vc/podcast/episode-39-tribe-talkin-ep-29-canva-cfo 
In todays episode of Tribe Talkin': 
Canva's CFO Damien Singh resigns: 
Tegan Jones of Smart Company first article.
Bronwen Clune  of Capital Brief first article. 
Tess Bennett and Jessica Sier of AFR article.
Tegan Jones of Smart Company second article. 
Bronwen Clune  of Capital Brief second article. 
Jessica Sier and Paul Smith of AFR article.
David Swan of SMH article. 
Bronwen Clune of Capital Brief Toxic Positivity.
Lucy Wark LinkedIn post. 
​​​​​​​
Ansarada acquired for $263 Million.
Altium take over offer from Japan's Renesas.
Haris Qureshi provides a great tech summary
Three Aussie startups that raised $198.4 million this week:
Bugcrowd: $156 million.
Diraq: $23 million.
Marqo: $19.4 million.
Fat Zebra (undisclosed). 
Gilmore Space raises $55 million. 
Zuck not going down without a fight with Apple's new Vision Pro.
Interesting medical use cases for Vision Pro .
Zuck may be missing the point. 
AI boom continues:
OpenAI Sora.
Google upgraded Gemini.
Nvidia releasing Chat with RTX.
Where is this all heading? Michael Jackson provides a summary of the "AI is like Water" article by Morgan Beller. 
Taylor Swift provides some lessons in a world of AI GTM.
US Listed markets:
Super Micro Computer's CEO does an interview and the stock falls 20%. 
Nvida has big shoes to fill from a valuation point of view. 
Markets are melting up. 
 - Listener feedback which we very much appreciateHello@tribeglobal.vc

Tribe Talkin' Ep 25: Social media: Facebook Turns 20, Gaming The LinkedIn Algo. Kiki, Again. Is Customer Focus #1? Sales Velocity. Forecast Funding Frenzy. AI.

In this episode of Tribe Talkin': 
Facebook turns 20. An article by Daivd Swan on Facebook being the poster child for "enshittification". 
Kiki's founder Toby Thomas-Smith issues an apology. We share what we think of it. 
"The Founders Dilemma": what to focus on and the customer should be number one. An article in Startup Daily. We have a different view. 
People are trying to work out the LinkedIn algorithm. We think this explains it: 
Vu Tran provides great post on "sales velocity". 
Is a funding frenzy now underway? 
How safe are Safe Notes? 
OneVentures closes its first fund with a 4x return. 
AMSL lands its first customer. 
OpenAI now "speaking" 100 billion words per day. 
OpenAI may need "$7 Trillion" of capital. 
Will Nvidia end up like Cisco? 
ChatGPT used in relationship finding and advice. 
Jack tempts fate on Valentines Day. 
hello@tribeglobal.vc 
 
 
 

Tribe Talkin' Ep 24: State of Australian Startup Funding Report. Cake's Startup Equity Report. WeBack- Adam Neumann. Atlassian. Out-Of-Touch Ventures

In this weeks episode of Tribe Talkin': 
The State of Australia Startup Funding Report and the areas we found interesting. 
Cake Equity launched their State of Employee Equity Report .
Elon: the king of using equity. 
Deep fake fraud: company loses $25.6 Million on deep fake zoom call instructing an employee to transfer money. 
Adam Neumann is back seeking to buy WeWork. We intrigued. 
Atlassian joins "the three comma's club". 
Block not doing so well. Great reporting by Capital Brief. 
VC set up by Afterpay founders told to "wind the F'ing thing up". 
Tail winds of B2B maybe changing.  
Apple launches Vision Pro.
If you don't have word of mouth growth, you're already dead. 
hello@tribeglobal.vc 
 
 

Tribe Talkin' Ep 23: What's Happening to Vals. Median Time to Raise. Cool AI Tools. Poor Elon & Tesla Prediction. People Leave People.

On this weeks Tribe Talkin' episode: 
The median time it takes between capital raises 
What are valuations doing. 
How to pitch
Organic growth
Some cool AI tools. Heygen and Fathom. 
Telstra Ventures 
The sh*t show that is Elon, Tesla and his board. 
The revolving door of Twiggy Forrest. 
Why staff turnover matters. 
People follow people. 
hello@tribeglobal.vc

Tribe Talkin' Ep 22: What we got wrong on Kiki. Content is King. Mutinex. Branding $ and time in early B2B is a waste.

In this weeks Tribe Talkin' episode:
What we got wrong with Kiki: a fair bit. Reflections on our initial reactions, and we discuss their original pitch deck. 
Content is king, and it needs to be done inhouse. 
The value of MMM (Marketing Mix Modelling) for digital channels, and the rise of platforms such as Mutinex. 
Continued low rates of investments into early stage, however big tech companies filling the gap.  
Bootstrapping and being creative will need to be a core skill. A post from Rob Liu sharing some bootstrapping inspiration. 
Elon being Elon. Just wants an extra $80 billion of stock or he'll take his toys somewhere else. 
AI still needs to be supervised, which people killed in Autopilot crashes realise more than most.
Qantas plunges down to 41st on top branding lists. Triggers conversation about branding more broadly. 
Large amounts of money and time spend on "branding" in early stage B2B is a total waste of time. 
The importance of getting a clear message that makes your ideal customer sit up and take action. 
hello@tribeglobal.vc