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4min chapter
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
All-In with Chamath, Jason, Sacks & Friedberg
Are We Going to Have a Recession?
The way that investors look at these companies is changing. They're not just looking at revenues, its also about margins and cash flow. Investors still want growth, but they want it with low burn. High burn operations are going to get punished. But what's really juicy is the few companies that you think will survive by making sure you're protected in the capital structure.
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