4.2 • 7.1K Ratings
🗓️ 22 October 2022
⏱️ 101 minutes
🧾️ Download transcript
(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/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.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://twitter.com/elonmusk/status/1520643441994387456
Click on a timestamp to play from that location
0:00.0 | Welcome everybody to episode 101. David Sacks is on vacation sitting in Brad Gersinger from |
0:06.1 | Altimeter group. Welcome back to the pod. Brad, how you doing? |
0:10.4 | It's good to be back. Good to be back. I mean first you first you guys you know |
0:14.6 | Tilted Friedberg and now a little bit on Sacks is skip tacked on Twitter and so you roll me back in when |
0:20.1 | Yeah, we've got a little problem whenever the Brigadunes come out Brad Gersner |
0:23.6 | I think Sacks will be okay by Shadow to Sacks. You know who probably hates the term Brigadunes? |
0:29.8 | The knitwits that are in the Brigadunes. Brigadunes? Oh the Brigadunes. It's all gonna end at some |
0:36.4 | point because I think the Brigadunes new ownership at Twitter is gonna change like the whole span. |
0:42.1 | That's a Roger's and Hammerstein musical right Brigadunes? Yeah, yeah, yeah. But now I think |
0:47.6 | Brigadunes could stick. I don't I've never heard anybody use that for the verbators. Yeah, |
0:50.7 | calling calling the Twitter mob the Brigadunes is a good new thing. I like it. It's |
0:55.6 | pejorative. It's funny. It'll give them everything a little bit. Cones it down. I like it. It feels |
1:00.0 | goofy. It completely disempowers them. They really want to be taken seriously but they're just |
1:05.9 | a Brigadune. Brigadune. I mean to be a Brigadune though you have to have four or more accounts and |
1:11.8 | you have to reply to each of those accounts as if it's an actual conversation. When you solo |
1:16.7 | Brigadune. Yeah, when you retweet something as a social justice warrior as an example you're trying |
1:22.0 | to join the Brigadune. Oh, it's just a different Brigadune. It's a Brigadune. Jake Helm, |
1:27.7 | are you sometimes a Brigadune right? You heard the Brigadunes, Jake Helm? No, I'm not part of any |
1:32.4 | Brigadune. You totally Brigadune. Come on. I do not. No. Brigadune. I've never I've never |
1:37.0 | had Brigadune. I mean I mean I've never had Brigadune once or twice for my burner account but that's it. I mean. |
1:47.0 | Anyway, Kanye West can't leave an amazing career alone and he is going to buy |
2:10.0 | something. Huh? And then why I do Puhle was going to buy his own, |
... |
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