All-In with Chamath, Jason, Sacks & Friedberg

E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner

Apr 17, 2021

01:18:41

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Is There a Good Thing or a Bad Thing?

03:52

What Do You Think About Unions?

02:46

Do You Think You Should Wear a Mask Once You've Been Vaccinated?

02:51

Introduction

2min

The Biggest Direct Listing Ever

2min

Is There a Benefit to Lock Ups?

4min

The Economics of a Traditional IPAA

4min

A Sax, Are You Running for Governor?

3min

Can You Get Rid of All My Det Whynot?

2min

The Best Year in the History of the Firm

4min

Investing in the Mid Market, Late Stage Venture Space

3min

Ribet and Garrytan Initialized Made the Most Money

3min

10.

Is 21 Dot Co a Highly Asymmetric Stock?

1min

11.

How to Get the Most Out of a Fund, if You're an Early Stage Fund

2min

12.

How to Sell Space Ex Shares in the Early Funds?

4min

13.

Is It the Greatest Force for Good in the World?

2min

14.

What Do You Think About Unions?

3min

15.

Media Companies Are Going Through a Unionization Process

2min

16.

Movie Review - The Great Chinese Millionaire

3min

17.

What's in the Interest of Labor Union Leaders?

3min

18.

Do California Unions Exist?

4min

19.

Afghanistan's a Lose Lose and the Boarder Is a Win Lose

1min

20.

The Media Double Stand Around Afghanistan

2min

21.

California Is a State of Market Failures

2min

22.

Cove Death Rates in the US

3min

23.

Do You Think You Should Wear a Mask Once You've Been Vaccinated?

3min

24.

We Can't Let Covid Spread

2min

25.

Is There a Good Thing or a Bad Thing?

4min

26.

The Challenge of Institutions and Distributed Decision Making

2min

27.

What Do You Think About This Legislation?

2min

28.

Is It a Censorship Issue?

4min

29.

I Love You, Brad, Say Love You to Sak Heu Woud Have

2min

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/altcap

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Referenced in the show:

Statista - Death rates from coronavirus (COVID-19) in the United States

https://www.statista.com/statistics/1109011/coronavirus-covid19-death-rates-us-by-state

Tweets:

https://twitter.com/bgurley/status/1382737752794353664

https://twitter.com/DavidSacks/status/1382874547179950082

https://twitter.com/DavidSacks/status/1382466963885199362

https://twitter.com/DrewHolden360/status/1382477293797400581

https://twitter.com/chamath/status/1383073577386201094

Show Notes:

0:00 Bestie intro & crowning a new SPAC king

3:01 Coinbase's direct listing, comparing vehicles to go public & lockup periods, Sacks on Coinbase vs. NYT

12:06 David Sacks on running for governor

15:21 Brad & the besties react to the crazy Q1 in the markets, a16z's savvy buying moves with Coinbase, issues with short-term behavioral lock-in

32:37 Top insights from Bezos' letter to shareholders, Amazon employees reject the union in Alabama

50:27 Reacting to Drew Holden's recent thread on media double standards in covering each party

54:28 Federalism's benefits throughout COVID, State-by-state results reveal lockdowns didn't work, vaccine incentives and PR due to J&J decision

1:04:20 Degradation of faith in institutions accelerated by COVID

1:09:26 Republican Senator Josh Hawley calls for big tech antitrust reform, bypassing institutions for progress

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All-In with Chamath, Jason, Sacks & Friedberg

E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner

Is There a Good Thing or a Bad Thing?

What Do You Think About Unions?

Do You Think You Should Wear a Mask Once You've Been Vaccinated?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

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Discoverhighlights

Get the Snipd
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highlights

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