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

E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

All-In with Chamath, Jason, Sacks & Friedberg

What Do We Do Now?

3min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

The russians have basely won that part of the war. And so the question is, what do we do now? The administration officials say they are willing to fight on for years. There's always the risk that this war spins out of control, that we get a nuclear escallation. I think all these things are now inexorably intertwined. We need to put this war to bed.

0:00 Bestie intros

4:09 Assessing SBF bailing out major crypto players & the state of the market

18:24 Classifying crypto assets, high-yield crypto lending

34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech

1:01:24 Buyout targets, public market "regime change"

1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war?

1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404

https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html

https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/

https://twitter.com/ForbesCrypto/status/1541893168152690690

https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/

https://twitter.com/DavidSacks/status/1540732780501381121

https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239

https://www.coinbase.com/price/bitcoin

https://www.coinbase.com/price/ethereum

https://www.blockchaincenter.net/en/altcoin-season-index/

https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition

https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/

https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx

https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-First-Quarter-2022-Results/default.aspx

https://cloudedjudgement.substack.com/p/clouded-judgement-62422

https://techcrunch.com/2022/02/25/zendesk-terminates-4-1b-surveymonkey-acquisition-after-its-own-investors-reject-deal/

https://www.google.com/finance/quote/CRM:NYSE

https://www.google.com/finance/quote/WDAY:NASDAQ

https://www.google.com/finance/quote/NOW:NYSE

https://www.issgovernance.com/library/resurgence-of-evergreen-features-in-ipo-equity-plans-restrict-investor-say/

https://www.bloomberg.com/news/articles/2022-06-25/jana-partners-pulls-zendesk-proxy-fight-after-9-5-billion-deal

https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf

https://investor.onepeloton.com/node/9271/html

https://investors.buzzfeed.com/node/7426/html

https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9

https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/

https://twitter.com/missy_ryan/status/1537944064703619074

https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/

https://www.reuters.com/markets/stocks/putin-warns-russia-will-act-if-nato-crosses-its-red-lines-ukraine-2021-11-30/

https://theconversation.com/ukraine-war-follows-decades-of-warnings-that-nato-expansion-into-eastern-europe-could-provoke-russia-177999

https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html

https://abcnews.go.com/amp/US/wireStory/us-officials-land-solomons-discuss-china-pact-concerns-84238211

https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html

https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/

https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5

https://news.yahoo.com/blinken-says-no-change-nato-193615967.html

https://www.scmp.com/news/china/diplomacy/article/3182517/does-chinas-demotion-its-deputy-foreign-minister-signal

https://www.science.org/doi/10.1126/science.abm9326

All-In E79 on RvW leaked draft: https://youtu.be/qH696z3ml1Q

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.

App store banner

Play store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode