(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
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.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
E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview
E76: Elon vs. Twitter
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more
E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
Create your
podcast in
minutes
It is Free
Lex Fridman Podcast
Insight Story: Tech Trends Unpacked
Zero-Shot
Fast Forward by Tomorrow Unlocked: Tech past, tech future
The Unbelivable Truth - Series 1 - 26 including specials and pilot