AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
All-In with Chamath, Jason, Sacks & Friedberg
Zillo's Estimate of the House Price
i think that rich barton is very special, but it speaks to two big mistakes that zillo made. The first is that catching a wave of disruption is very difficult when you have an old line business that is fundamentally competitive with ha new line of business. So then if you take that business and then you try to orient it towards home buying, and you use probably's estimate, or some version of it, to underpin how you buy and take risk, it creates a lot of risk.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
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