View the State of VC deck here:
https://rb.gy/wfan6j
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/MikeSylvan
Referenced in the show:
Lifespan by David Sinclair:
https://rb.gy/etzzmk
Prenuvo:
https://www.prenuvo.com
Gumroad Equity Crowdfunding:
https://republic.co/gumroad
Backstage Equity Crowdfunding:
https://republic.co/backstage
Show Notes:
0:00 Bestie intro & poker talk
5:49 Fan question: Longevity & Biohacking, Chamath's health regimen
12:54 Fan question: Decentralization, separation of currency & state, will governments fight back against crypto?
22:48 Fan question: Quantum computing's potential impact, why heavy R&D technologies should are better suited for government funding rather than the private sector
33:33 Chamath's thesis behind deep tech investing
37:25 State of VC & how it's changing in terms of demographics, new access to capital, deal size & more
48:49 Trend of founders caring more about individual investors rather than firms, who is well-positioned & who is left out?
55:00 Why growth-stage firms could become less relevant: undifferentiated capital, routing around dilution, brand matters more in the early-stage; how Pipe & Clearbanc are revolutionizing non-dilutive funding
1:04:00 Summarizing the changing landscape of venture capital, how startups can best position themselves in a full lifecycle, innovations in equity crowdfunding, opportunity for entrepreneurs
E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more
E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties
E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more
E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
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