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E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
All-In with Chamath, Jason, Sacks & Friedberg
I Wish I Had Not Sold My Google Shares When They Were Distributed to Me
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Lussius: I'm not sure that seqoia can compound money in the public markets anywhere near what i could. David friedberg: How do you think about early exits, distributing capital? Lussius: You create companies, which was a terrible place to be maybe five or ten years ago,. But it turns out you're in the best place because zero to one is where all the value is created.
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