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23min chapter
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
All-In with Chamath, Jason, Sacks & Friedberg
The Success of WhatsApp and the Impact of the Investment Environment
This chapter discusses the capital efficiency of WhatsApp, the impact of the investment environment on late stage investors, and the concept of alternative returns. It also explores the dynamics of advertising revenue, the profitability of advertising, and the business models of various companies like Instagram, Instacart, Uber, DoorDash, and Airbnb.
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Discover
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