All-In with Chamath, Jason, Sacks & Friedberg

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

Oct 22, 2022

01:41:05

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Highlights

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Episode notes

The Long Tail of Risk

01:24

I Feel So Dubious

01:06

The Future of Venture Capital

01:29

What's the Ultimate Setup for the Tech Industry?

01:22

Introduction

2min

Kanye West's Social Media Slash Breakdown

2min

Is It Abhorrent to Interview Someone When They're in a Manic Episode?

2min

Is There a Monopoly in Social Media?

2min

Kanye's Mental Breakdown?

2min

The Law of Big Numbers

2min

Is There a Mental Issue With Kanye Freeburg?

2min

The Social Platforms Are Doing a Good Job

2min

Snap Is a Service That Is Increasingly More Important Than the Day Before

2min

10.

Is There a Distinction Between the Common Shareholder and the Direction of the Companies?

2min

11.

The Real Story Is Apple

2min

12.

The Big Four Horsemen Aren't Getting the Script Yet, but They Will.

3min

13.

I'm Just Going to Have Common Stock. Is That a Good Idea?

2min

14.

Do You Think the Era of Super Voting Control Is Over?

2min

15.

How Many People Do I Need to Build the Next Generation of Twitter?

3min

16.

What Brad Friedberg Says Is More Likely Than Unlikely

2min

17.

Is Free Capital a Weapon of Economic Destruction?

5min

18.

Is There a Shift to the Downside?

2min

19.

Can You Really Earn?

2min

20.

Are We Going to Deal With an Entire Generation of Highly Underskilled Companies?

2min

21.

What's the Upper Bound of a Startup?

3min

22.

Is There a Macro View of the Venture Industry?

2min

23.

How Do You Define DPI?

2min

24.

LPs and GPs Portfolios

2min

25.

What's the Sum of the Invested Dollars Above This Orange Line?

4min

26.

VC - Is There a High Correlation Portfolio?

2min

27.

Is the Market Beta a Good Thing?

2min

28.

Is the Returns Getting Competed Away?

2min

29.

The Industrialization of Venture, the Soft Banks

2min

30.

The Future of Venture Capital

2min

31.

Are You Getting Financially Smarter?

2min

32.

The Free Bird Dive Tribe

4min

33.

Investing

3min

34.

Investing in Stocks

1min

35.

Stock Picking Hard, Really?

3min

36.

TikTok Content

3min

37.

How Do You Get Rich Slow?

1min

38.

The Freeberg - Is This a Cynical Scheme?

2min

39.

Is This a Freeberg?

2min

40.

Is There a Tax Cut in California?

3min

41.

Taxation Is a Pendulum

3min

42.

The A.B. Test in Real Time, Different Points of View

2min

43.

Can You Just Serve the Thing That's Dumb?

2min

44.

Do You Really Want Milk? I Just Want Milk. I Want a Latte?

2min

45.

Oat Milk Top 10 Beverages Tonight on Twitch

2min

46.

The Chemicals in Oat Milk

2min

47.

A Short on Oatley?

3min

(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons!

(2:02) Ye's current situation and acquisition of Parler

(14:17) Snap drops ~30%, corporate misgovernance, super-voting shares

(32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics

(1:05:38) The difficulty of active stock picking and valuing businesses

(1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath

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.google.com/finance/quote/SNAP:NYSE

https://www.statista.com/statistics/545967/snapchat-app-dau

https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts

https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value

https://twitter.com/elonmusk/status/1520643441994387456

https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256

https://voterguide.sos.ca.gov/propositions/30

https://fred.stlouisfed.org/series/GFDEGDQ188S

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All-In with Chamath, Jason, Sacks & Friedberg

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

The Long Tail of Risk

I Feel So Dubious

The Future of Venture Capital

What's the Ultimate Setup for the Tech Industry?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

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Discover
highlights