I'll Just Have Be Lie Y, Ladies and Gentlemen.

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

i so al kings mot sucks ot on me with the nine, ten suited. So maybe i'll just look at the public market. Ha ssomteen youre belee wi swear waiting to get mercis li. Bg, squeared ge ear bae. Let your letters. Aa we sorsonmy rana, pleasnoe iitoiifty da at oo a iit bring o triwi aweot ho meetmei shoud oe tget bidge and o on teus o a a sexol tention. Cai'll just have be lie y, ladies and gentleman. And that's just my look right now.

This conversation 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 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn

12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality

24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions

33:52 Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses

47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans

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