Jackie Vullinghs @ Airtree
0:11 - Introducing Jackie
0:54 - University in Australia vs the UK
3:08 - Interviewing at Oxford and Cambridge
3:56 - Approach to VC interviews with company founders
5:55 - Jackie discusses AirTree's key portfolio focus (digital health, fintech, consumer)
6:48 - Companies are staying private for longer, is that good or bad?
8:38 - How sustainable are the accelerations of digital health and ecommerce?
9:57 - Low relative penetration of ecommerce in Australia
11:25 - Equity derivatives in London
13:39 - Jackie's shift to start-up, Listable, Kalo
14:50 - August tech runup & option trading
20:46 - Alex Danco: are founders allowed to lie when selling a vision?
21:58 - Short reports and long-term growth of heavily shorted companies
24:27 - Interviews are a valid test for start-up hopefuls
26:14 - Creative arts and consumer tools to monetise creative pursuits
27:58 - Online writing & Jackie's substack (https://jax.substack.com/)
31:00 - As a collective, do retail investors make money?
33:03 - Snowflake IPO
34:26 - A Cloud Guru
37:15 - B2B SaaS playbook
39:08 - Jackie discusses AirTree
40:19 - The rise of new VC funds
41:45 - Listed vs. unlisted companies
42:50 - Comparing investment memos
45:08 - Customer love, competition and growth
49:16 - Pricing and flexibility of managed funds
51:26 - External descriptions of market shifts
52:21 - Spaceship voyager & superannuation
55:33 - Real Estate investment
