All-In with Chamath, Jason, Sacks & Friedberg

E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

Nov 13, 2021

01:32:06

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Episode notes

Solana Block Chain vs Etherium Block Chain

04:45

Investforst

03:29

The Cryptocurrency Market Cap of Markap Ones

02:15

Introduction

2min

I Just Got a Fiser. I'm Going to My Booster.

4min

Multi Coin

2min

Cryptocurrency

2min

Solana and Cryptocurrency

4min

Solana Block Chain vs Etherium Block Chain

5min

The Cryptocurrency Market Cap of Markap Ones

2min

I'm Long Salona Versus Eth. But I'm Long Salona Against Eth.

2min

Investforst

3min

10.

Don't Buy This, It's Your Responsibility

5min

11.

The Realistic Valuation of a 100 Billion Dollar Market Cap Company

2min

12.

Rivian, I Don't Know Why You're Arguing This, Right?

4min

13.

I'll Invest a Seed Stage, but I Will Not Invest a Unicorn Stage

4min

14.

The Nature of Inflation and How It Affects Our Investment

4min

15.

Defeat Coved and the Stock Market

4min

16.

How to Start a War to Tame Inflation?

2min

17.

I've Been Watching the Tianan Situation Like a Hawk

2min

18.

The Prom We Have Now Is There Going to Be No Paul Volkar

2min

19.

Is the Federal Government Debt Too High?

2min

20.

Debt Service to GDP

6min

21.

Ysically, You're a Made Man

2min

22.

The Original Princeling, He's a Genius.

5min

23.

How to Increase Shareholder Value in a Conglomerate Business

3min

24.

The Bar Acquisitions Is Extremely High

3min

25.

The Benefits of Focus Are Immediate

2min

26.

Buying Back the Stocks Is Not the Best Thing to Do

2min

27.

Apple Glasses

2min

28.

The Icons of the Disrupted Business

1min

29.

What's the Difference Between R and D?

2min

30.

The White Truffles From Yesterday, I'm Ing That Your Guy Wasin Sax Shef

7min

0:00 Bestie intro and Solana Breakpoint talk

4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast

30:45 Rivian's >$100B valuation, greatest CNBC hit of all time

42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it

1:01:34 Xi Jinping becomes China's "Supreme Leader"

1:08:35 GE, Toshiba, and J&J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal

1:24:44 Besties wrap the show

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.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959

https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1

https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1

https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224

https://twitter.com/Sen_JoeManchin/status/1458443966135902221

https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt

https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312

https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html

https://www.wsj.com/articles/toshiba-like-ge-plans-to-split-into-three-parts-11636700609?st=e6zgv5yq433lvr3&reflink=article_imessage_share

https://investor.pypl.com/news-and-events/news-details/2021/Response-to-Market-Rumors-of-Discussions-Between-PayPal-and-Pinterest/default.aspx

https://www.marketwatch.com/story/apple-spent-nearly-20-billion-on-stock-buybacks-in-q4-at-average-prices-below-the-vwap-2021-10-29

https://www.nasdaq.com/articles/which-companies-spend-the-most-in-research-and-development-rd-2021-06-21

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All-In with Chamath, Jason, Sacks & Friedberg

E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

Solana Block Chain vs Etherium Block Chain

Investforst

The Cryptocurrency Market Cap of Markap Ones

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

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Get the Snipd
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