All-In with Chamath, Jason, Sacks & Friedberg

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

Aug 13, 2022

01:09:01

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Is It Scalable?

00:45

It Was a Crazy Strategy

01:22

What's the Point?

01:13

Is There a Way Out of the Recession?

01:23

Introduction

2min

The Biggest Loss of the Week

2min

The Vision Fund - The Largest Venture Fund Ever Raised

2min

What Is the Killer Qte?

3min

The Impact of Capital Allocation on the Ecosystem

2min

Isn't It Scalable?

4min

How Much Capital Should You Deploy?

3min

Softbank and Hindsight Made One Critical Error, and Only One

3min

Investing Is Not a Team Sport

2min

10.

How to Ride Your Winners on the Market

2min

11.

You're Saying, Don't Distribute, Use Ded and Give Peope, Give Elpies of All Liquidity

2min

12.

How to Pair Down a Position While the Company's Still Private

1min

13.

Is the Market Overheated?

2min

14.

Is the Market Undervalued?

2min

15.

The Market Returns Have Showed That Everyone That Tries Has Failed

3min

16.

The Vision Fund Benchmarking Benchmark

2min

17.

What Do You Think About Inflation?

4min

18.

What's Your Richar Take on the Consumer Credit?

2min

19.

Is There a Recession of Negative GDP Grove?

3min

20.

Is the Consumer Credit Surge a Black Swan Event?

2min

21.

Is There a Way Out of the Recession?

2min

22.

Is There a Slowdown in the Economy?

2min

23.

The Recession Inflation Chat - What Do You Want?

2min

24.

Andrew Yang and the Fbi Raid on Maralago - It's Unprecedented

3min

25.

Do You Honestly Question the Integrity of the Fbi?

2min

26.

Are You Questioning the Integrity of the Highest Justice Authority in the United States?

2min

27.

Trump vs FBI - Is There a Deep State?

2min

28.

Do You Think the Fbi Has a Horse in the Race?

2min

29.

The Leak Around Nuclear Documents, It Was Planted

2min

30.

The Inflammatory Index Is Going Up, and Everyone's Going to Be Criticising Everything

2min

31.

Was the Trump Raid Really Necessary?

2min

32.

Is This Warranted?

2min

0:00 Bestie intros

3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact

27:59 Metrics that signify a bubble or the top of a market

36:46 US macroeconomic picture

50:45 FBI raids Mar-a-Lago, Trump back in news

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://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf

https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047

https://cloudedjudgement.substack.com/p/clouded-judgement-81222

https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801

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

https://www.newyorkfed.org/microeconomics/hhdc

https://twitter.com/AndrewYang/status/1556987104219090945

https://twitter.com/andrewcuomo/status/1556990308424028163

https://twitter.com/elonmusk/status/1546669610509799424

https://twitter.com/michaeljburry/status/1557934401505308672

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All-In with Chamath, Jason, Sacks & Friedberg

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

Is It Scalable?

It Was a Crazy Strategy

What's the Point?

Is There a Way Out of the Recession?

Get the Snipdpodcast app

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Discoverhighlights

Save anymoment

Share& Export

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Get the Snipd
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