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
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more
E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
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