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E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
All-In with Chamath, Jason, Sacks & Friedberg
The Big Four Horsemen Aren't Getting the Script Yet, but They Will.
Facebook is the one who was affected most by what Apple did in terms of app tracking transparency. There's a perception that, you know, Meta will copy what the rest of these big guys do. But other long tail companies, the headwinds are just greater. When you don't have a company that can be broadly owned by intelligent thoughtful investors, that's a headwind.
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