

Peter Thiel departs FB board, John Foley steps down at Peloton, Should Amazon spin off AWS? + Startup of the Day: Island | E1381
Feb 9, 2022
Peter Thiel's departure from Meta's board sparks a discussion about his political influence and historical board dynamics. The idea of separating Amazon's AWS from its retail operations is debated, with potential valuation impacts on the horizon. Meanwhile, Peloton faces upheaval as CEO John Foley steps down amidst major layoffs, raising questions about the company's future. Finally, the startup of the day, Island, introduces an innovative browser for enterprise, securing a hefty valuation despite being pre-product.
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Thiel's Political Pivot
- Peter Thiel's departure from Meta's board suggests his belief in Facebook's waning political influence.
- He likely aims to maximize his political impact on the 2024 elections.
Andreessen's Conflict of Interest
- Marc Andreessen secretly advised Zuckerberg on board negotiations, creating a conflict of interest.
- This was revealed through leaked text messages during a lawsuit about Facebook's stock structure.
Honest Disagreement
- Express disagreements directly and honestly, like Reed Hastings did with Peter Thiel.
- Address concerns openly rather than resorting to gossip or backchanneling.