4.2 • 7.1K Ratings
🗓️ 22 September 2023
⏱️ 103 minutes
🧾️ Download transcript
(0:00) Bestie intros!
(3:05) GOP Primary update: polling, acceptable candidates, tentpole issues
(11:56) All-In Summit 2023 recap
(24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short?
(42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward
(50:45) Breaking down Instacart and Klaviyo's businesses
(1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns
(1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy?
(1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases
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https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire
https://twitter.com/pitdesi/status/1704874017357025499
https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D
https://twitter.com/aswathdamodaran/status/1704246090198036914
https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings
https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg
https://fred.stlouisfed.org/series/MORTGAGE30US
https://www.ey.com/en_gl/ipo/trends
https://stockanalysis.com/ipos/statistics
https://www.google.com/finance/quote/COIN:NASDAQ
https://www.google.com/finance/quote/EXPE:NASDAQ
https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital
https://www.sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm
https://influencermarketinghub.com/amazon-ad-revenue
https://twitter.com/jasonlk/status/1704212644402540573
https://www.saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr
https://twitter.com/DavidSacks/status/1078755080478715904
https://i.insider.com/4dd4d1cf4bd7c8c90f000000
https://twitter.com/asanwal/status/1703492397739516068
https://www.cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html
https://tradingeconomics.com/commodity/crude-oil
https://kalshi.com/markets/fed/fed-interest-rates#fed-23nov
https://www.popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying
https://www.nature.com/articles/s41551-023-01086-2
Click on a timestamp to play from that location
0:00.0 | Did you just finish a good cry because you have this wetness right here on your eye? |
0:03.8 | Oh, sorry, I just got out of my cold plunge and my sauna because you know I hit a new record |
0:07.7 | low weight 169 this week. Oh, what's your temperature on? |
0:12.9 | Oh, I don't want to say it's embarrassing. It's embarrassing. I don't want to say it. |
0:16.4 | No, what is it? I've been doing like 56, 58, but it's great. It's okay. I mean, all these lunatics |
0:23.2 | like, I don't know, there are 45 degrees, 48 degrees. I think it's unnecessary. You get the |
0:27.2 | same value, I think, 50. No, my two-year-old does 56. It's really impressive. |
0:32.0 | I consider an 80-degree pool to be a cold plunge. I don't get it unless it's like 85. |
0:39.0 | That's actually, I've been to full parties at Sachs's house. There's no difference between |
0:44.4 | now. It's like a shfitz. It's a shfitz. It's a shfitz. It's a shfitz. If it's not the temperature |
0:49.2 | bath water, I don't get it. |
1:08.1 | Yeah, it's like a shfitz. It's crazy. And then I went in my infrared |
1:11.6 | sinus and I've been going in. You do the cold, then the warm. I think you're supposed to do warm |
1:16.1 | then cold, no? They say end on cold. And so I've been ending on cold. I just do like a cycle now. |
1:22.2 | Cold, warm cold. Cold, warm cold. What are you doing? Like two minutes, 10 minutes, two minutes, |
1:28.3 | or what are you doing? Yeah, exactly. Like one or two minutes, cold plunge, four minutes, |
1:32.5 | you warm up, you get back to it, and then you jump back in. It works pretty good. I have to say, |
1:37.6 | my energy level goes way up. Have you been tracking your blood pressure? I have not, but I have |
1:44.2 | this executive health coach that I'm using. And so that's where I got those ridiculous glasses, |
1:50.3 | the blue lights and my sleep's better. I got some, I've taken some supplements. I'm eating. |
1:56.3 | Estrogen. Are you taking the estrogen, bro? No, Estrogen levels are at an all-time high for |
2:06.2 | you guys. It just oozes on to me. No, it turns out, even at 52, my testosterone is very high. |
... |
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