All-In with Chamath, Jason, Sacks & Friedberg

#AIS: Bestie AMA with Valor's Antonio Gracias

Jun 7, 2022

01:39:01

Creator website

Highlights

AI Chapters

Episode notes

Should We Arm Ourselves?

01:44

How to Create Value in a High-Margin Enterprise Software Business

01:52

I've Learned a Lot From Nuro Science

02:11

Introduction

2min

We Believe in Elon When Most People Don't

2min

The Greatest Moments of My Career

2min

Investing in Companies That Make a Difference

2min

How Much Capital Do You Need to Put In?

2min

Are You Backing a Deeptext Start Up?

2min

How to Create Value in a High-Margin Enterprise Software Business

2min

The Good News About This Recession

2min

Energy Independence

2min

10.

The Future of Manufacturing?

2min

11.

The Long Term Cycle, You Make More Money

2min

12.

Investing in Technology Companies

2min

13.

A YU, Can You Say Your Name? I Favor Bessie?

2min

14.

Howis Pokera Friendship Our Lives?

2min

15.

Invest in Yammer, I Want to Put Money in It

1min

16.

A Yammer With the Ammer

2min

17.

A Millionaire's Story - The First Time Fund Manager, Bill Lees

2min

18.

The Scariest Step in Managing Capital for People?

2min

19.

Raising Money From Your Friends Really Changed My Life

2min

20.

Is Cryptocurrency a Speculative Investment?

3min

21.

A, I'm Sorry, but I'll Alternate.

2min

22.

The New Normal Is Going to Look Like the Old Normal

2min

23.

Sofer Service Spacely B to Be Sophwer?

2min

24.

How to Grow Out of a Small Business?

2min

25.

How to Make Good Decisions in Your Career

2min

26.

Industrial Automation - Where Do You See the Next Disruptor?

2min

27.

All in Media Channel - Is That a Good Idea?

2min

28.

The New Ted - Is It?

2min

29.

The Ucrane War

2min

30.

Are We Being Too Doomish or Hawkish?

2min

31.

Should We Arm Ourselves?

2min

32.

The Key Of, Oh My God, Aloy Babaganisgos Reto Continue

2min

33.

Angel in Vest, a Millionaire. And Today, Thank You

2min

34.

Cryptocurrency - Is There an Opportunity?

2min

35.

How Many People Did You Pay Off?

2min

36.

I've Learned a Lot From Nuro Science

2min

37.

You Learn What You're Good At, You Learn Where Your Strengths Are

2min

38.

Long Term Storage, Any Mistakes You've Made?

2min

39.

I All We Need if You Cry

4min

40.

Is There a Third Party in America?

2min

41.

Are We Going to Inherit This?

3min

42.

Is There a Pandemic of Decentralized Work?

2min

43.

I'm Keeping an Open Mind Towards Remote Investing

2min

44.

Getting a Job in a New Venture

2min

45.

You're Not Yet Technical

2min

46.

How to Build a Great Start Up Culture

2min

47.

Consumer Credit Bubble

2min

48.

Aou Os Takk, Number Two

2min

49.

The Great Resignation

4min

50.

Investing in the Physical World

2min

51.

Is There a Two Quarter Recession?

2min

52.

How Many Quarters Have Youd Yet?

2min

53.

The Cryptocurrency Market Hasn't Been Flush Out Yet

2min

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&L & more

22:35 Q: How has the poker game influenced your decision making in business and life?

29:33 Q: What was the scariest step of becoming a first-time fund manager?

32:34 Q: Crypto market unwinding & how it relates to the money supply

35:57 Q: Current pre-seed / seed valuations & metrics

38:58 Q: When investing in early-stage SaaS companies, how to find outliers?

42:11 Q: What would you do if dropped in the middle of Kansas at age 25 with no resources?

44:46 Q: Where will the next disruptions in industrial automation come from & how will the US hit economies of scale in semiconductor manufacturing

47:02 Q: Any plans for All-In Media?

50:02 Q: US strategy in the Russia/Ukraine War

54:19 Q: How have your first impressions changed as you've matured in your career, and whose first impressions have stood out to you the most?

58:29 Q: Are you interested in crypto micropayments?

1:00:55 Q: Biggest mistakes of your career that you've learned the most from?

1:09:54 Q: What impact could tech have on political discourse? What does a viable path forward look like?

1:15:36 Q: Are remote / distributed startup systems viable coming out of the pandemic?

1:19:41 Q: Advice for non-technical people trying to get into the startup world?

1:24:44 Q: Thoughts on the potential consumer credit crisis?

1:26:17 Lightning round: What problem do you most want to solve right now? All-In consortium? Can SMBs democratize their own labor supply? How to get more investors interested in hardware? Will this be a relatively short recession?

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: