(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:
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https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
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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
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
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
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
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