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All-In with Chamath, Jason, Sacks & Friedberg

#AIS: Bestie AMA with Valor's Antonio Gracias

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.27.1K Ratings

🗓️ 7 June 2022

⏱️ 99 minutes

🧾️ Download transcript

Summary

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&L & more

22:35 Q: How has the poker game influenced your decision making in business and life?

29:33 Q: What was the scariest step of becoming a first-time fund manager?

32:34 Q: Crypto market unwinding & how it relates to the money supply

35:57 Q: Current pre-seed / seed valuations & metrics

38:58 Q: When investing in early-stage SaaS companies, how to find outliers?

42:11 Q: What would you do if dropped in the middle of Kansas at age 25 with no resources?

44:46 Q: Where will the next disruptions in industrial automation come from & how will the US hit economies of scale in semiconductor manufacturing

47:02 Q: Any plans for All-In Media?

50:02 Q: US strategy in the Russia/Ukraine War

54:19 Q: How have your first impressions changed as you've matured in your career, and whose first impressions have stood out to you the most?

58:29 Q: Are you interested in crypto micropayments?

1:00:55 Q: Biggest mistakes of your career that you've learned the most from?

1:09:54 Q: What impact could tech have on political discourse? What does a viable path forward look like?

1:15:36 Q: Are remote / distributed startup systems viable coming out of the pandemic?

1:19:41 Q: Advice for non-technical people trying to get into the startup world?

1:24:44 Q: Thoughts on the potential consumer credit crisis?

1:26:17 Lightning round: What problem do you most want to solve right now? All-In consortium? Can SMBs democratize their own labor supply? How to get more investors interested in hardware? Will this be a relatively short recession?

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

Transcript

Click on a timestamp to play from that location

0:00.0

I'm going to leave.

0:02.0

Or like your winner tried.

0:04.0

A great man, David Sack.

0:07.0

I'm going to leave.

0:09.0

And I said we open-source it to the fans.

0:12.0

And they've just got a lot of reason.

0:14.0

Love you, Sack.

0:15.0

Queen of King.

0:16.0

I'm going to leave.

0:18.0

Antonio, Elon had a moment of reflection.

0:22.0

And he was talking about 2008.

0:25.0

He was talking about the imminent collapse.

0:29.0

As he felt it of SpaceX and Tesla at the same time in December 25th.

0:34.0

And he said there were just a handful of people who came out there

0:38.0

and put their careers on the line for him.

0:40.0

Your shelf and Steve Jervison specifically mentioned.

0:43.0

And it was an IRA.

0:45.0

And it was a particularly poignant moment for him.

0:48.0

He was getting a little choked up about it.

0:50.0

Tell us about that that you made in 2008.

0:53.0

And the potentially career ending bet for you

0:57.0

to bet in an electric car company at that moment.

...

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