All-In with Chamath, Jason, Sacks & Friedberg E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
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Sep 22, 2023 The hosts discuss the current GOP primary landscape and its candidates. They recap the All-In Summit 2023, highlighting the insights gained. The recent surge in IPOs and acquisitions like Cisco's $28 billion deal for Splunk raises questions about the 'great reopening.' They dive into whether the Federal Reserve has disrupted the VC model and the valuation of unicorns. Exciting advancements in autoimmune disease treatment also take center stage, showcasing potential game changers in healthcare.
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All-In Summit 2023 Success
- J. Cal praised Friedberg for All-In Summit 2023's success, citing high-profile speakers and positive attendee feedback.
- Notable speakers included Bill Gurley, Elon Musk, Ray Dalio, Larry Summers, and Gwyneth Paltrow.
Inspiring Summit Moments
- Chamath found Graham Allison and Toby Lutke intellectually stimulating.
- He highlighted Larry Summers's insight: "Self-esteem should come from achievement, not the opposite."
Sacks' Summit Highlights
- David Sacks highlighted Ray Dalio, Graham Allison, Larry Summers, and Bill Gurley's talks as particularly insightful.
- He also enjoyed the chess match at the summit.
