E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

E55:评估加密项目,Rivian价值超1000亿美元,通货膨胀:原因与对策,以及其他

All-In with Chamath, Jason, Sacks & Friedberg

2021-11-13

1 小时 32 分钟
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0:00 Bestie intro and Solana Breakpoint talk 4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast 30:45 Rivian's >$100B valuation, greatest CNBC hit of all time 42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it 1:01:34 Xi Jinping becomes China's "Supreme Leader" 1:08:35 GE, Toshiba, and J&J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal 1:24:44 Besties wrap the show 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.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959 https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1 https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1 https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224 https://twitter.com/Sen_JoeManchin/status/1458443966135902221 https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312 https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html https://www.wsj.com/articles/toshiba-like-ge-plans-to-split-into-three-parts-11636700609?st=e6zgv5yq433lvr3&reflink=article_imessage_share https://investor.pypl.com/news-and-events/news-details/2021/Response-to-Market-Rumors-of-Discussions-Between-PayPal-and-Pinterest/default.aspx https://www.marketwatch.com/story/apple-spent-nearly-20-billion-on-stock-buybacks-in-q4-at-average-prices-below-the-vwap-2021-10-29 https://www.nasdaq.com/articles/which-companies-spend-the-most-in-research-and-development-rd-2021-06-21
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  • He's a robot.

  • He's a robot.

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  • He's a robot.

  • Don't quit your day job, Chamath.

  • That's all I can say.

  • Bro, you don't remember Baby Shark?

  • I mean, how many?

  • No, he doesn't know his kid's first names for birthdays.

  • How does he know Baby Shark?

  • Let your winners ride.

  • Rain Man, David Sack.

  • And it said we open sources to the fans and they've just gone crazy with it.

  • Hey everybody, welcome to episode 55 of the all-in podcast with us again this week,

  • the dictator himself, Chamalapalaiapatiya,

  • the queen of quinoa, David Friedberg,

  • and coming back from Portugal and the Solana conference, where heroin and prostitution are legal.

  • Well, we were going to double click on that, but you jumped the gun here on the docket.

  • So, David, how was the heroin in Portugal?