
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
All-In with Chamath, Jason, Sacks & Friedberg
00:00
How to Categorize the 1400 Unicorns Into Three Categories
30 to 40% of companies valued over a billion dollars without product market fit will disappear/nCompanies with less than 200 million preferred shares can sell team talent to recoup 30-40% of the prep stack/nAnother 40% of companies that were marked at high prices will be marked down 50-80% but can't grow through it/nLess than 10% of companies have grown robustly and are within 10-15% of prior prices/nAnalyzing all of this puts us back on trend line
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