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E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
All-In with Chamath, Jason, Sacks & Friedberg
Is There a Land Bridge From Cremea to the Donbas?
I think we've known all along what it's going to be. Kraine will agree to neutrality in exchange for some security guarantees from the west. Russia will get to keep crimea, because that's been a fate a complice since the annexation two thousand 14. And there will be some sort of regional autonomy for these sort of russian speaking areas in the donbas which, by the way, we could have had that too. So, you know, those are the broad strokes of the deal. I'm not betting this way withit, with our book, but if i had to guess, we are going to have a period of significant escallation on both sides before they
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