Okay, Computer 10/5/22: Elon Eats Bird & Conversations with Not Boring’s Packy McCormick and FirstMark Capital’s Rick Heitzmann
RiskReversal Pod
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Is the Capital Supply Chain Going to Fall Apart?
I think it's crazy to kind of sit back and be on Twitter and see people day to day, either being panicked or elated. And then two days later, it completely reverses course. I've actually, for the first time ever, I think not boring, the media companies largest holdings right now are US treasuries. So I'm becoming a bond guy now. What did you think over the course of the summer when it seemed that a lot of VCs were sitting on their hands? The trepidation really was around valuations, some of the valuations that we had seen being paid in the last couple of years.
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