All-In with Chamath, Jason, Sacks & Friedberg

E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more

Jan 29, 2022

01:14:12

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I Can't Look At My Portfolio Anymore.

01:20

What Are We Doing Here?

01:03

The Problem Is It's Very Complicated

00:43

The Risk of Recession Is Higher Than It Was Even a Month Ago

03:14

Introduction

4min

Is Bit Coin a Trade for Your Investment?

3min

I'm a Price Taker in Good Markets or Bad Markets

5min

How Do You Know if You're Undervaluing Your Funds?

3min

Is There a Perturbation in the Market?

3min

Is There Any Political Motivation for This?

5min

Is This the Exit Ramp?

4min

Is Putin Really a Nationalist?

2min

Is Your Rhetoric, Your Beliefs?

2min

10.

The Cost of Going to War in the Ukraine

2min

11.

Is There a Path to a Gena Relationship?

5min

12.

The Money Printing Machine

4min

13.

The Risk of Recession Is Higher Than It Was Even a Month Ago

3min

14.

Is There a Risk of Recession and War?

4min

15.

Supply Chain Disruption

3min

16.

The Negatives of the Low Unemployment Rate

1min

17.

I'm Just Going to Make Us Live Longer, or Not?

3min

18.

Why Do You Think They Have to Start With Three Billion Dollars?

2min

19.

You Have to Make Decisions in Jerrassis

2min

20.

Is the Innovation Coming Through a Small Team?

3min

21.

Bolt, Stripe, and Stripe Are the Mob Bosses of Silican Valley

2min

22.

Sax, Is It a Bad Investment?

2min

23.

I Don't Get Tears on Investors

2min

24.

I've Never Seen a v C of You

3min

0:00 Chamath's preferred cosplay

1:35 Reflecting on bad investment decisions and markup dynamics

15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the underreported key piece, Obama's savvy Russia dealings

39:16 Bill Ackman buys the Netflix dip, Tesla and Microsoft crush earnings, the Fed signals rate hikes

55:18 Altos Labs raises $3B in the largest Seed round ever, incredible Yamanaka factors breakthrough, dynamics of a richly capitalized bio-moonshot

1:04:08 The Stripe Mafia, Bolt CEO punches up, reflecting on old emails

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance

https://twitter.com/DavidSacks/status/1480716684038049796

https://medium.com/@jason/do-the-work-skip-the-party-8f2864560195#724a--share-10-78

https://www.nytimes.com/2022/01/16/world/europe/russia-ukraine-invasion.html

https://www.defense.gov/News/Transcripts/Transcript/Article/2910061/pentagon-press-secretary-john-kirby-holds-a-press-briefing

https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525

https://www.history.com/news/nato-article-5-meaning-history-world-war-2

https://www.latimes.com/opinion/op-ed/la-oe-shifrinson-russia-us-nato-deal--20160530-snap-story.html

https://www.worldometers.info/gdp/gdp-by-country

https://www.atlanticcouncil.org/blogs/natosource/obama-does-not-believe-invading-ukraine-or-saving-assad-makes-putin-a-player

https://www.euractiv.com/section/global-europe/news/germany-agrees-to-axe-nord-stream-2-if-russia-invades-ukraine

https://www.wsj.com/articles/william-ackman-takes-stake-in-netflix-11643236690

https://tesla-cdn.thron.com/static/WIIG2L_TSLA_Q4_2021_Update_O7MYNE.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22tsla-q4-and-fy-2021-update.pdf%22

https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2/press-release-webcast

https://www.cnbc.com/2022/01/26/fed-decision-january-2022-.html

https://www.tcv.com/tcv-insights/netflix-case-study

https://www.cnbc.com/2021/11/16/peloton-files-to-sell-1-billion-in-stock-offering-shares-drop.html

https://www.drugdiscoverytrends.com/biotech-altos-labs-emerges-with-3b-in-funding-to-focus-on-cellular-rejuvenation-programming

https://www.biorxiv.org/content/10.1101/2022.01.20.477063v1.full.pdf

https://twitter.com/theryanking/status/1485784823641755648

https://twitter.com/shaunmmaguire/status/1486082835974811650

https://twitter.com/Jason/status/1486113945790214146

https://twitter.com/shaunmmaguire/status/1486114773209006080

https://twitter.com/Jason/status/1486121975311339520

https://my.pitchbook.com/profile/107633-08/company/profile#deal-history/102358-00T

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All-In with Chamath, Jason, Sacks & Friedberg

E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more

I Can't Look At My Portfolio Anymore.

What Are We Doing Here?

The Problem Is It's Very Complicated

The Risk of Recession Is Higher Than It Was Even a Month Ago

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

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Discoverhighlights

Get the Snipd
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