All-In with Chamath, Jason, Sacks & Friedberg
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Show Notes
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() Bestie intros!
() GOP Primary update: polling, acceptable candidates, tentpole issues
() All-In Summit 2023 recap
() IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short?
() Did the Fed break the VC model? How LPs will evaluate fund managers going forward
() Breaking down Instacart and Klaviyo's businesses
() Revaluing Airtable and the path forward for ZIRP-era unicorns
() Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy?
() Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases
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