A
All-In with Chamath, Jason, Sacks & Friedberg
Guest
(0:00) Bestie intro!
(1:35) Recapping the events of the past week
(5:39) Understanding the banking crisis
(32:55) Solving the global debt problem, righting the ship
(54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its growth-stage team
(1:08:36) Science corner: Superconductors
(1:24:56) DeSantis update, Ukraine spending run rate, bestie wrap!
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://seekingalpha.com/article/4565388-svb-financial-blow-up-risk
https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e
https://www.wsj.com/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e
https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients
https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr
https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote
https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut
https://www.bbc.com/news/uk-england-london-64968795
https://www.treasurydirect.gov
https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel
https://www.axios.com/2023/03/15/stripe-50-billion
https://www.businessinsider.com/sequoia-capital-venture-capital-returns-university-of-california-2023-3
https://www.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade
https://techcrunch.com/2023/03/13/y-combinator-cuts-nearly-20-of-staff-scales-back-growth-stage-investments
https://www.nature.com/articles/s41586-023-05742-0
https://www.theatlantic.com/ideas/archive/2023/03/desantis-ukraine-pro-russia-position-gop-presidential-nomination/673392
Continue reading...
(1:35) Recapping the events of the past week
(5:39) Understanding the banking crisis
(32:55) Solving the global debt problem, righting the ship
(54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its growth-stage team
(1:08:36) Science corner: Superconductors
(1:24:56) DeSantis update, Ukraine spending run rate, bestie wrap!
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://seekingalpha.com/article/4565388-svb-financial-blow-up-risk
https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e
https://www.wsj.com/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e
https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients
https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr
https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote
https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut
https://www.bbc.com/news/uk-england-london-64968795
https://www.treasurydirect.gov
https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel
https://www.axios.com/2023/03/15/stripe-50-billion
https://www.businessinsider.com/sequoia-capital-venture-capital-returns-university-of-california-2023-3
https://www.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade
https://techcrunch.com/2023/03/13/y-combinator-cuts-nearly-20-of-staff-scales-back-growth-stage-investments
https://www.nature.com/articles/s41586-023-05742-0
https://www.theatlantic.com/ideas/archive/2023/03/desantis-ukraine-pro-russia-position-gop-presidential-nomination/673392
Continue reading...