EP 16: CEO of Box Aaron Levie gives founder advice, Founder of Flatiron Zach Weinberg returns as guest host, and crypto expert Eric Golden joins to discuss UST-Luna!

The Logan Bartlett Show

The State of the Public Markets for Sasya

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I think the market for sass and cloud is as healthy as has ever been. We're still going through a tetonic shift of i t environments moving from on prem to the cloud. But the prices for those assets just need to be much more realistic and reasonable, given just how markets work.

(00:00:00) Intro with Zach Weinberg

(00:02:22) Public Market Bloodbath

(00:07:10) Distribution of Risk

(00:12:56) Update on SoftBank and Tiger

(00:28:30) Eric Golden joins the pod to talk Luna

(00:30:04) What happened in the market this week?

(00:40:55) What is Luna?

(00:53:21) Why is this pulling down Bitcoin as well?

(01:02:04) Do Kwon sucks

(01:13:43) Interview with Aaron Levie

(01:36:08) The state of Web3

(01:38:37) Interesting use cases for Web3

(01:41:01) The rhetoric of crypto skepticism

(01:48:02) Companies and politics

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Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

Links:

Coinbase Article: https://decrypt.co/100089/coinbase-share-price

UST-Luna Article: https://www.coindesk.com/business/2022/05/09/ust-stablecoin-falls-below-dollar-peg-for-second-time-in-48-hours/

UST-Luna Article: https://www.cnbc.com/2022/05/11/terra-ust-stablecoin-dives-below-1-peg-luna-cryptocurrency-down-80percent.html

Gavin Baker Thread: https://twitter.com/GavinSBaker/status/1524389193551687680

SoftBank: https://www.nytimes.com/2022/05/12/business/softbank-earnings-report-loss.html

Tobi Lutke Tweet: https://thedeepdive.ca/shopify-ceo-tobi-lutke-wants-financial-analysts-to-be-held-accountable/

Do Kwon Tweets:

https://twitter.com/stablekwon/status/1523075465384136704?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1501552275919015941?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1506411835934732293?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1478192466629369859?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1522420839244697600?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1411466847166205952?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1355131416527335426?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1410491186196795398?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1481540752056324098?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

Executive Producer: Rashad Assir

Producer: Leah Clapper

Mixing and editing: Justin Hrabovsky

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About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.