4.2 • 7.1K Ratings
🗓️ 3 March 2023
⏱️ 116 minutes
🧾️ Download transcript
(0:00) Bestie intros!
(6:47) The VC FOMO frenzy in AI
(25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs
(37:23) Macro update: inflation not done, weaker earnings, interest rates
(52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom
(1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China
(1:34:33) Ukraine update: China's peace proposal, US strategy
(1:46:34) Harvard legacy admissions, Draymond Green on Black History Month
(1:50:01) Stripe chart errata, bestie wrap!
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview
https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979
https://openai.com/blog/introducing-chatgpt-and-whisper-apis
https://twitter.com/heykahn/status/1628453782177865728
https://www.ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466
https://www.wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d
https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg
https://www.barrons.com/articles/home-prices-dropping-redfin-fac43ede
https://www.google.com/finance/quote/CRM:NYSE
https://seekingalpha.com/article/4583622-salesforce-inc-crm-q4-2023-earnings-call-transcript
https://twitter.com/altcap/status/1631361678582611970
https://www.investopedia.com/articles/06/fas123r.asp
https://www.wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611
https://twitter.com/wikileaks/status/1496886759665586177
https://twitter.com/deloreshandy/status/1629516350602264582
https://www.nber.org/system/files/working_papers/w26316/w26316.pdf
https://www.tmz.com/2023/03/01/draymond-green-calls-end-black-history-month-celebrate-all-year
https://www.newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled
Click on a timestamp to play from that location
0:00.0 | You want to run a marathon at 57 years old? 52. 51. 2. 52. I'll be honest, I miss you. Can you come back to the United States? |
0:09.8 | Please, I miss you. I will. I will. I will. I will. I will. I miss you too. I mean, the poker game can't by definition be as much fun if I'm not there. |
0:15.4 | It plays at bigger states and it's more challenging, but it's not as much fun. There's not as much laughing. What's on the menu tonight for austerity 2023? |
0:23.6 | The Amos bush is a Madeline with like a terrain of Flaugra. Fantastic. |
0:28.6 | You know, on a refriberg and then Ruta Bigger, Ruta Bigger salad and then some duck thing, duck breast. |
0:34.5 | You know, I love duck. And then and then butterscotch panicada. Wow. That is great lineup. And you know what? |
0:40.8 | I like the idea we're doing some poultry. Chef Sean is firing on all cylinders these days. |
0:45.0 | I feel very like engaged. He was very engaged. Yeah, he's kind of going for it. He's been on. |
0:51.6 | You know, that was quite nice the other day, Brad, because it's austerity measures, |
0:55.5 | we had this incredible dish and we're eating it. And then he said, |
0:59.6 | the caviar's on the bottom. And I was like, oh, so we just we don't put the caviar in time. |
1:05.6 | They just put it on the bottom. The market's down with the caviar on the bottom. |
1:10.6 | That's Chema style austerity. I'm not like, am I like? Oh my god. |
1:16.0 | No, he did say, guys, the caviar's on the bottom. Not the top. |
1:22.4 | We're trying to |
1:23.5 | bring man David. |
1:27.5 | And then said we open source into the fans and they just go crazy. |
1:31.5 | WS. |
1:35.5 | All right, sacks is here everybody. So that means we have a quorum. |
1:39.6 | Hopefully the sultan of science, who is on Wall Street today, |
1:45.7 | taking a company public. So congrats to our bestie Friedberg. |
1:49.6 | Ting, ding. He couldn't make it. He's at a dinner. So with us, |
... |
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