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E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
All-In with Chamath, Jason, Sacks & Friedberg
The Three Things That Matter When You're in a Boom
The last couple of years, if you were a first-time fund manager, you were investing in 2019 to 2021. This is now back to sharpening your pencils, build girly style investing. The companies that fare the worst are the ones that have inefficient growth and burned a lot of money to grow. CAC is one of the early signs of this.
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