E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

All-In with Chamath, Jason, Sacks & Friedberg

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Health Routines and Hormonal Discussions

This chapter explores the impact of cold plunges and other health practices on energy and wellness. The hosts share personal anecdotes about their fitness routines and delve into topics like hormone treatments and societal views on aging.

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Episode notes

(0:00) Bestie intros!

(3:05) GOP Primary update: polling, acceptable candidates, tentpole issues

(11:56) All-In Summit 2023 recap

(24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short?

(42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward

(50:45) Breaking down Instacart and Klaviyo's businesses

(1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns

(1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy?

(1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire

https://youtu.be/yjj1QjZlQMM

https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal

https://twitter.com/pitdesi/status/1704874017357025499

https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D

https://twitter.com/aswathdamodaran/status/1704246090198036914

https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings

https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg

https://fred.stlouisfed.org/series/MORTGAGE30US

https://www.ey.com/en_gl/ipo/trends

https://stockanalysis.com/ipos/statistics

https://www.google.com/finance/quote/COIN:NASDAQ

https://www.google.com/finance/quote/EXPE:NASDAQ

https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital

https://www.sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm

https://influencermarketinghub.com/amazon-ad-revenue

https://twitter.com/jasonlk/status/1704212644402540573

https://www.saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr

https://twitter.com/DavidSacks/status/1078755080478715904

https://i.insider.com/4dd4d1cf4bd7c8c90f000000

https://twitter.com/asanwal/status/1703492397739516068

https://www.cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html

https://tradingeconomics.com/commodity/crude-oil

https://kalshi.com/markets/fed/fed-interest-rates#fed-23nov

https://hellometer.io

https://www.nature.com/articles/s41551-023-01086-2

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