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
E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
E120: Banking crisis and the great VC reset
E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
E116: Toxic out-of-control trains, regulators, and AI
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
E110: 2023 Bestie Predictions!
E109: 2022 Bestie Awards Live from Twitter HQ
E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
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