5min chapter

All-In with Chamath, Jason, Sacks & Friedberg cover image

E97: SPAC updates, public/private market overview, Putin's end game & more

All-In with Chamath, Jason, Sacks & Friedberg

CHAPTER

Do You Know What's Going on With Social Proof?

There was a specific playbook here too that I don't know if you saw this, the early stage where people would get their friends to invest in the company or some high net worth individuals. Silver Lake did it wrong. Same problem with Tiger. Saks last year when people were moving really fast saying they don't have time for diligence, you're going to lose the deal. We wouldn't play that game because we always run SaaS metrics. But no, we can never do a SaaS investor without SAAS metrics. So there are many companies that are, you know, have unusual business models or maybe they would say something like that. The bad deals would find the

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