Molly O'Brien: We're in a downturn that we expect to be continuing into 2023. What that means for start-ups right now, you had a tweet that we thought could kick us off immediately about basically the metric every startup should be focused onright now. John Sutter: Ultimately, this all boils down to, how much can I get back in the future in terms of distributable free cash?
Brad Gerstner of Altimeter Capital joins Molly and Jason for an epic Friday show. They chop it up about the state of the economy, what it actually means to be founder friendly and discuss which big tech companies are“fit”. (1:24)
(0:00) J+M Kick off the show
(1:24) Brad Gerstner joins Molly and Jason
(10:28) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(11:38) Brad presents on interest rates, inflation and business multiples
(26:32) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(28:05) The Fed’s core mission
(37:54) Being founder friendly
(39:42) Brad’s letter to Meta
(48:33) Companies that need to get fit
(53:00) Google and Meta’s fitness
(58:08) The curse of the money-printing machine
(1:00:01) Google vs ChatGPT
(1:05:05) Is Uber fit?
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