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
E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin & more
E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover
E33: Apple’s hypocrisy, America’s math failure, crypto’s regulatory correction, Clubhouse’s future, UFOs & more
E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more
E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings & more
E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more
E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner
E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more
E24: Markets trend down, political manipulation via COVID “Zeroism," stimulus breakdown, biological Patriot Act
E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!
E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev
E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green
E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it
E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet
E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more
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