E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

E101:叶氏收购Parler,Snap股价下跌30%,宏观展望,风险投资指标,股票估值等

All-In with Chamath, Jason, Sacks & Friedberg

2022-10-22

1 小时 41 分钟
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单集简介 ...

(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, corporate misgovernance, super-voting shares (32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics (1:05:38) The difficulty of active stock picking and valuing businesses (1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath 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.google.com/finance/quote/SNAP:NYSE https://www.statista.com/statistics/545967/snapchat-app-dau https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value https://twitter.com/elonmusk/status/1520643441994387456 https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256 https://voterguide.sos.ca.gov/propositions/30 https://fred.stlouisfed.org/series/GFDEGDQ188S
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单集文稿 ...

  • Welcome everybody to episode 101.

  • David Sacks is on vacation sitting in Brad Gershner from Altimeter Group.

  • Welcome back to the pod.

  • Brad, how you doing?

  • Good to be back.

  • Good to be back.

  • I mean, first you guys, you know.

  • Tilted Friedberg and now a little bit on uh saxes get attacked on Twitter and so you roll me back in when yeah,

  • we've got a little problem whenever the Brigadoons come out Brad Gurzner comes I think sax will be okay,

  • but shout out to sax you know who probably hates the term Brigadoons the nitwits that are in the Brigadoons The Brigadoons it's all gonna end at some point

  • because I think the Brigadoons ownership at Twitter is gonna change like the whole spam.

  • That's a Rodgers and Hammerstein musical, right?

  • Brigadoon.

  • Brigadoon, yeah.

  • Yeah.

  • Yeah.

  • But now I think Brigadoons could stick.

  • I don't I've never heard anybody use that for the verbators.

  • Calling the Twitter mob the Brigadoons is a good new thing.

  • I like it.