Are You Backing a Deeptext Start Up?

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

Antonio: We have passed on things that are aor view going to have margins that are ultimate compated to a low, low level. And in an of many business you're ultimaty gingto have margin competition. That's going to make it that return on capital goes down to basic industrial margins. You knowick, it won't be that much better than boe garo i se or air bus zaro i c, because those will be ultimate competitors. These are enormously fundamental principles when you're running a business,. especially in a moment like this.

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&L & more

22:35 Q: How has the poker game influenced your decision making in business and life?

29:33 Q: What was the scariest step of becoming a first-time fund manager?

32:34 Q: Crypto market unwinding & how it relates to the money supply

35:57 Q: Current pre-seed / seed valuations & metrics

38:58 Q: When investing in early-stage SaaS companies, how to find outliers?

42:11 Q: What would you do if dropped in the middle of Kansas at age 25 with no resources?

44:46 Q: Where will the next disruptions in industrial automation come from & how will the US hit economies of scale in semiconductor manufacturing

47:02 Q: Any plans for All-In Media?

50:02 Q: US strategy in the Russia/Ukraine War

54:19 Q: How have your first impressions changed as you've matured in your career, and whose first impressions have stood out to you the most?

58:29 Q: Are you interested in crypto micropayments?

1:00:55 Q: Biggest mistakes of your career that you've learned the most from?

1:09:54 Q: What impact could tech have on political discourse? What does a viable path forward look like?

1:15:36 Q: Are remote / distributed startup systems viable coming out of the pandemic?

1:19:41 Q: Advice for non-technical people trying to get into the startup world?

1:24:44 Q: Thoughts on the potential consumer credit crisis?

1:26:17 Lightning round: What problem do you most want to solve right now? All-In consortium? Can SMBs democratize their own labor supply? How to get more investors interested in hardware? Will this be a relatively short recession?

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: