(0:00) Bestie intro!
(1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow
(17:52) Interest rates impact on mega-cap company creation
(33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues
(1:02:33) Adani's potential fraud, role of short sellers
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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.washingtonpost.com/business/2023/02/03/january-jobs-labor-market
https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190
https://fred.stlouisfed.org/series/CIVPART
https://www.ustreasuryyieldcurve.com
https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661
https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next
https://www.google.com/finance/quote/META:NASDAQ
https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18
https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10
https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice
https://twitter.com/tomloverro/status/1620466827519496194
https://twitter.com/msuster/status/1620653106387386368
https://twitter.com/gradypb/status/1620937502248034304
https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital
https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y
https://hindenburgresearch.com/adani
https://www.bloomberg.com/news/articles/2023-01-30/most-adani-stocks-drop-as-rebuttal-draws-hindenburg-response
https://www.sec.gov/rules/proposed/2022/34-94313.pdf
https://www.theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774
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
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
E116: Toxic out-of-control trains, regulators, and AI
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
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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