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E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
All-In with Chamath, Jason, Sacks & Friedberg
Is There a Shift to the Downside?
To go from 225 down to 200, it can't just be a slowing of the rate of growth of earnings. So we have to see something we're not seeing yet. Multiple is at all time high, interest rates at all time low. That's starting to roll over. We saw smart people, Elon Bezos, etc., start to sell into it. As I sit here today, yes, we're going to have harder times ahead economically, but it feels to me like a lot of it is priced in.
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