Chamath Palihapitiya thinks that the influx of money into the startup scene is important to think about, as it can incentivize more investment in the long term.
Chamath Palihapitiya also thinks that there will be pressure on venture capitalists to put money to work, as it would be bad for their limited partners if they didn't.
(0:00) Bestie intros!
(6:47) The VC FOMO frenzy in AI
(25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs
(37:23) Macro update: inflation not done, weaker earnings, interest rates
(52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom
(1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China
(1:34:33) Ukraine update: China's peace proposal, US strategy
(1:46:34) Harvard legacy admissions, Draymond Green on Black History Month