Channels with Peter Kafka An SVB (phew!) update + Benedict Evans on the future of (almost) everything
8 snips
Mar 16, 2023 
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
Silicon Valley Bank - Why So Many Startups Use It
02:25 • 2min
Is SVB a Limited Partner in Venture Capital Funds?
04:36 • 2min
Is It Out of the Ordinary?
06:15 • 2min
Is the Venture Debt Going to Get Separated?
08:07 • 2min
Venture Capital Firms Will Have to Do a Much Better Job of Corporate Cash Management
09:57 • 2min
Don't Pull Your Money Out, It's a Bank
12:26 • 3min
VC Silicon Valley
14:58 • 2min
What's the Backwards and Forwards of Generative Machine Learning?
16:50 • 5min
The New Gatekeepers
22:05 • 4min
Are You Getting More Revenue From Advertising?
25:43 • 3min
Is the Ad Slowdown a Good Thing?
29:09 • 3min
Do You Think Amazon's P&L Changes the Way They Run Their Core Business?
32:13 • 2min
How Much Money Are You Making From YouTube?
34:29 • 5min
Is Netflix a TV Company?
39:40 • 4min
What's Metaverse?
43:16 • 4min
Salesforce in 3D
46:46 • 4min
Is There a Difference Between AI and Crypto?
50:43 • 1min
Is There a General Intelligence in AI?
52:05 • 5min
What Surprise You When You Work in Silicon Valley?
57:21 • 6min