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E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner
All-In with Chamath, Jason, Sacks & Friedberg
The Best Year in the History of the Firm
Growth equity multiples for both softwere and internet are at an all time high. For every one % move in the ten year, you've got to ten to a 20 % draw down in growth multiples. Private markets are actually overvalued relative to public markets. The secular trend in technology has never been more potent than it is now.
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