All-In with Chamath, Jason, Sacks & Friedberg

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

All-In with Chamath, Jason, Sacks & Friedberg

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

All-In Podcast, LLC 1h 31m 39 months ago

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

0:00 –:––

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Show Notes

Tap timecodes to jump

() Bestie intro: Jason's Japan trip!

() Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more

() Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple

() VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved

() AI's outsized impact on SaaS and real-world businesses

() Advice from Steve Jobs on customer-first product development, Section 230 update

() Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position

() Tinfoil hat corner

() Bestie wrap up!

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://www.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors

https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate

https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public

https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9

https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200

https://twitter.com/tylertringas/status/1627449217294958592

https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next

https://twitter.com/Jason/status/1628851245644644352

https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt

https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230

https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine

https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv

https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html

https://twitter.com/nytimes/status/1626984889449959430

https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html

https://www.bbc.com/news/world-europe-26079957

https://openai.com/blog/how-should-ai-systems-behave

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