2min chapter

All-In with Chamath, Jason, Sacks & Friedberg cover image

E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

All-In with Chamath, Jason, Sacks & Friedberg

CHAPTER

What's Happening in the Market?

If you were a shitty company with an unproven business model, right way out on the rist curve, ok? And you had a super high valuation last year, there's a good chance you never grow in it. I would say go puff is one of the best of em. There are a lot of start ups that got funded with billions of dollars in urope, unproven business models, burning tremendous amount of cash. But when you have dordash and ober that are free cash flow positive, that have strong brands, and can re deploy those profits back into compete in those markets, think its very tough.

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