All-In with Chamath, Jason, Sacks & Friedberg

E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

Jun 30, 2022

01:35:26

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Episode notes

Isis Cash Flow

03:53

Is this a Warning Sign?

01:16

Are We Going to Have a Recession?

00:48

Cryptocurrency - The Problem With All This?

02:12

Introduction

1min

Do You Think We Should Be Surveying the Audience?

2min

Are We Doing Too Much Politics?

3min

Is the Crypto Market Going to Rebound Again?

4min

The Chain of Custody in Cryptocurrency

2min

Cryptocurrency

6min

Is There a Real Technology in Cryptocurrencies?

4min

The Shadow Securitis Stack

2min

Are Regulators Going to Care to Try to Do Something?

2min

10.

Is There a Future Technology Platform?

3min

11.

Could Bicoin Be a Non Fiat Currency?

2min

12.

Cryptocurrency - The Problem With All This?

2min

13.

What Could Go Wrong With Accreditation?

1min

14.

Cryptocurrency - What It Really Means Is That It's Going to Be a Decade of Inflation

4min

15.

The Law of Large Numbers - What Zendesk Suffered From

3min

16.

Is This the Bouncing Along the Bottom Moment?

2min

17.

Saxs, I'm Not Sure if It's as Fun as the High Growth Phase of the Business

2min

18.

The Man With Telem Would Not Be Reluctant to Do That, Because Wit Snuck

4min

19.

Is Your Company Going Down Every Year?

4min

20.

Isis Cash Flow

4min

21.

Is It Possible to Distort Free Cash Flows?

4min

22.

Stock Base Comp

2min

23.

Are We Going to Have a Recession?

4min

24.

What's the Bottom Out Point of the Recession?

2min

25.

When We Hit a Floor?

3min

26.

What Do We Do Now?

3min

27.

Is There a Deal on the Table Right Now?

2min

28.

Is It a Madman?

3min

29.

The Free World Will Not Invade Other Countries

4min

30.

Is the Ukraine a Sovereign Country?

2min

31.

Do You Think Russia Will Stop With Yu?

3min

32.

Do We Have to Start a War to End the War?

2min

33.

What Is the Nucleus of a Cell?

4min

34.

The Nuclear Poor Complex - Structure of Psitoplasmic Ring

1min

35.

We're Listening to That Oraboit.

2min

0:00 Bestie intros

4:09 Assessing SBF bailing out major crypto players & the state of the market

18:24 Classifying crypto assets, high-yield crypto lending

34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech

1:01:24 Buyout targets, public market "regime change"

1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war?

1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application

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/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404

https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html

https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/

https://twitter.com/ForbesCrypto/status/1541893168152690690

https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/

https://twitter.com/DavidSacks/status/1540732780501381121

https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239

https://www.coinbase.com/price/bitcoin

https://www.coinbase.com/price/ethereum

https://www.blockchaincenter.net/en/altcoin-season-index/

https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition

https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/

https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx

https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-First-Quarter-2022-Results/default.aspx

https://cloudedjudgement.substack.com/p/clouded-judgement-62422

https://techcrunch.com/2022/02/25/zendesk-terminates-4-1b-surveymonkey-acquisition-after-its-own-investors-reject-deal/

https://www.google.com/finance/quote/CRM:NYSE

https://www.google.com/finance/quote/WDAY:NASDAQ

https://www.google.com/finance/quote/NOW:NYSE

https://www.issgovernance.com/library/resurgence-of-evergreen-features-in-ipo-equity-plans-restrict-investor-say/

https://www.bloomberg.com/news/articles/2022-06-25/jana-partners-pulls-zendesk-proxy-fight-after-9-5-billion-deal

https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf

https://investor.onepeloton.com/node/9271/html

https://investors.buzzfeed.com/node/7426/html

https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9

https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/

https://twitter.com/missy_ryan/status/1537944064703619074

https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/

https://www.reuters.com/markets/stocks/putin-warns-russia-will-act-if-nato-crosses-its-red-lines-ukraine-2021-11-30/

https://theconversation.com/ukraine-war-follows-decades-of-warnings-that-nato-expansion-into-eastern-europe-could-provoke-russia-177999

https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html

https://abcnews.go.com/amp/US/wireStory/us-officials-land-solomons-discuss-china-pact-concerns-84238211

https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html

https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/

https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5

https://news.yahoo.com/blinken-says-no-change-nato-193615967.html

https://www.scmp.com/news/china/diplomacy/article/3182517/does-chinas-demotion-its-deputy-foreign-minister-signal

https://www.science.org/doi/10.1126/science.abm9326

All-In E79 on RvW leaked draft: https://youtu.be/qH696z3ml1Q

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All-In with Chamath, Jason, Sacks & Friedberg

E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

Isis Cash Flow

Is this a Warning Sign?

Are We Going to Have a Recession?

Cryptocurrency - The Problem With All This?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
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highlights

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