All-In with Chamath, Jason, Sacks & Friedberg

E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing

Mar 20, 2021

01:17:29

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Highlights

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Episode notes

The Real Estate Tax Law, Is It Anonymized?

02:48

Venture Capital

03:36

The Power of Quantum Computing

03:45

Introduction

3min

I've Got a New Free, I'm In. Is It Gonna Happen?

2min

Are You Interested in Longevity?

4min

Can I Get a MRI? Ah, You Know, It's Not Expensive.

3min

The Decentralization of Monetary Value Ultimate Threat for Insiders

2min

Decentralized and Onomized Cryptocurrency

2min

The Real Estate Tax Law, Is It Anonymized?

3min

Tax Evasion in the United States With Bit Coin?

2min

I'm Not a Pumper, but I Do Own Some Bicoin

1min

10.

The Power of Quantum Computing

4min

11.

Is There Any Leader in Quantum Computing?

3min

12.

I'd Never Invest in a I

2min

13.

Is Google a Good Investment?

2min

14.

Deep Tack Investing

4min

15.

How to Deal With Technical Incompetence in Venture Capital

1min

16.

The State of Venture Capital

2min

17.

The Average Age of a Tech Founder

3min

18.

The Best Time to Launch a Company?

2min

19.

Is It So Much Easier to Be a Venture Founder Now?

2min

20.

Venture Capital

4min

21.

The Brand Value of a Firm

2min

22.

The Scale Down From the Big Guys

4min

23.

Investing in Sass Companies

4min

24.

How to Get the Full Value of a Custom Acquisition Cost Right Away

2min

25.

Investing in a Hardware Business

2min

26.

Syndicate Dot Com

2min

27.

Equity Crowd Funding

3min

28.

Investing in a New Venture Firm

2min

29.

The World Is a Giant Opportunity for All of You

3min

30.

The Friedberg Index

3min

View the State of VC deck here:

https://rb.gy/wfan6j

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/MikeSylvan

Referenced in the show:

Lifespan by David Sinclair:

https://rb.gy/etzzmk

Prenuvo:

https://www.prenuvo.com

Gumroad Equity Crowdfunding:

https://republic.co/gumroad

Backstage Equity Crowdfunding:

https://republic.co/backstage

Show Notes:

0:00 Bestie intro & poker talk

5:49 Fan question: Longevity & Biohacking, Chamath's health regimen

12:54 Fan question: Decentralization, separation of currency & state, will governments fight back against crypto?

22:48 Fan question: Quantum computing's potential impact, why heavy R&D technologies should are better suited for government funding rather than the private sector

33:33 Chamath's thesis behind deep tech investing

37:25 State of VC & how it's changing in terms of demographics, new access to capital, deal size & more

48:49 Trend of founders caring more about individual investors rather than firms, who is well-positioned & who is left out?

55:00 Why growth-stage firms could become less relevant: undifferentiated capital, routing around dilution, brand matters more in the early-stage; how Pipe & Clearbanc are revolutionizing non-dilutive funding

1:04:00 Summarizing the changing landscape of venture capital, how startups can best position themselves in a full lifecycle, innovations in equity crowdfunding, opportunity for entrepreneurs