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E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
All-In with Chamath, Jason, Sacks & Friedberg
Is This the Bouncing Along the Bottom Moment?
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This is a warning sign that says, you cannot go into a massive investment cycle for all companies unless you can prove that you can sustain margins, sustain growth and minimize opecs. But isn't this a very sophisticated buyer taking it private? They must have a thesis of how they're going to get their money back,. And there's a lot of ways that two can go to three before ten goes to 25. Shere, they want a modest returns alon te trail wins an 50 % return. It's making a billion dollars. It's hard.
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