(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
#AIS: Palmer Luckey on Anduril
#AIS: Bestie AMA with Valor's Antonio Gracias
#AIS: Opening chat with Miami Mayor Francis Suarez
#AIS: Joe Lonsdale on the problem with higher education
#AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem
#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
#AIS: Pear VC’s Mar Hershenson on making successful founders
#AIS: FiveThirtyEight's Nate Silver on how gamblers think
#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market
#AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks
E83: Market slide continues, and how to address Uvalde
#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
#AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein
E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
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