2min chapter

All-In with Chamath, Jason, Sacks & Friedberg cover image

E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

All-In with Chamath, Jason, Sacks & Friedberg

CHAPTER

Is There a New Normal?

The market is voting with its wallet where it wants to sit on the wrist curve, right? And i think we're just going to go, there's no new normal here. This is just back to the future, right? I's what we've always done. The problem for the pelatons of the world riht, they may be incredible returners, but what every portfolio manager on the planet is doing to day is compressing the number of names of their portfolio. For me, i want to own five or six things, because, remember, i'm the biggest elpi in the fund. This is my money. and i want to sleep well at night.

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