All-In with Chamath, Jason, Sacks & Friedberg
How Orlando Bravo Built One of the Most Successful Firms in Private Equity
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Show Notes
Tap timecodes to jump
() Introducing Orlando Bravo
() Orlando's history, Puerto Rico origins, how he got into private equity
() How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising
() Role of PE in the American economy, public perception, underwriting AI risks
() Deal pricing philosophy, acquiring Boeing's avionics business
() Thoma Bravo's operating playbook after acquiring a company
() Thoughts on taking Thoma Bravo public
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
Follow Orlando Bravo:
Follow the besties:
Follow on X:
Follow on Instagram:
Follow on TikTok:
Follow on LinkedIn:
Intro Music Credit:
This episode is not processed yet. Sign in to queue the transcript and make it useful for search and Q&A.
Sign in to queue transcript (1 credit)
Free to start
Skim the episode first,
Skim the episode first,
then decide if it is worth listening.
Sign up with Google in one click. 10 transcript credits included. No card needed.
Google sign-in · No credit card · 10 free transcript credits