All-In with Chamath, Jason, Sacks & Friedberg
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
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 Guestie Brad Gerstner is filling in for Friedberg
Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies
Capital allocators at fault, how crossover funds are reacting, late-stage price discovery, investor and founder behavioral psychology
Sacks' burn multiple, managing growth spend, new VC qualifications, lessons from the COVID bubble
Russia/Ukraine: US potential non-ceasefire strategy, Zelenskyy's revelations in CNN interview, rhetoric getting more aggressive
How will Putin withdraw without redacting the sanctions? What is the offramp? Zelenskyy's posture on global war
Understanding China's recently announced tax cuts, All-In Summit talk
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