(0:00) Bestie intro: Jason's Japan trip!
(1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more
(23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple
(29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved
(39:05) AI's outsized impact on SaaS and real-world businesses
(55:16) Advice from Steve Jobs on customer-first product development, Section 230 update
(1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position
(1:14:24) Tinfoil hat corner
(1:23:25) Bestie wrap up!
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://www.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors
https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate
https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public
https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9
https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200
https://twitter.com/tylertringas/status/1627449217294958592
https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next
https://twitter.com/Jason/status/1628851245644644352
https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt
https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230
https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine
https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv
https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html
https://twitter.com/nytimes/status/1626984889449959430
https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html
https://www.bbc.com/news/world-europe-26079957
https://openai.com/blog/how-should-ai-systems-behave
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
E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
E13: SPACsgiving Special! More promising vaccine news, innovation vs. regulation, reforming higher ed, morality of challenge trials & more
E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more
E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more
E9: Trump has COVID, First debate reactions, Coinbase letter response & more
E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more
E7: California's collapse, how SPACs are opening the markets for growth stocks & more
E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more
E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency
E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg
E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks
E1: US Response to COVID-19 & Impact on Startups, Venture Capital & Public Markets with David Friedberg
E0: COVID-19 Political, Economic & Social Ramifications featuring The Production Board's David Friedberg (frmly Founder/CEO, The Climate Corporation)
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