World-class investor-operator Keith Rabois is back for his eighth time!
But first, Jason breaks down Airbnb’s great Q4 and full-year earnings report (2:42) and how its customer segment is evolving. Then, he briefly covers the SF Board of Education recall (22:58).
When Keith joins (31:27), he and Jason discuss:
1. How he called the top of the tech market in November 2021
2. Keith's 2019 prediction that came true
2. Venture Capital's decaying price discipline
3. Facebook's challenge ahead
4. Six predictions for the market
Notes
0:00 Jason intros today’s topics: $ABNB full year earnings, SF BOE recall, and a Keith Rabois interview
2:42 Jason breaks down Airbnb’s full year results
11:57 Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist
13:14 Jason reflects on Airbnb’s roadmap based on clues from their earnings report
21:42 Gun.io - Get $250 off your first developer hire at https://Gun.io/twist!
22:58 SF Board of Education recall, tech people getting involved in government
29:56 Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
31:27 Keith Rabois joins and talks with Jason about calling the top of the tech market in November
43:27 Reflecting on the absence of pricing discipline in VC and how the FED is running out of tools to combat inflation
53:34 Breaking down Facebook’s precarious situation
1:05:16 6 Market predictions
Check out Founders Fund: https://www.foundersfund.com
FOLLOW Keith: https://twitter.com/rabois
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
