E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.4 • 5.8K Ratings
🗓️ 11 August 2023
⏱️ 96 minutes
🧾️ Download transcript
Summary
(0:00) Bestie intros: Friedberg's bad haircut
(1:17) Welcome BG^2! Biography recommendations and film talk
(22:27) VC market update: State of Series A's
(33:43) Dry powder misconceptions, marking incentives
(48:57) IPO window starting to open, IPO down rounds, incentives to go public
(1:03:17) Cyclical venture cycles, managing distributions, benchmarking VC performance vs public market
(1:22:26) Tragic Maui wildfires, extreme temperatures
(1:26:11) Macro picture: inflation cools, deflation risk?
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755
https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/147770146X
https://www.amazon.com/Elon-Musk-Spanish-Walter-Isaacson/dp/B0CBTHK86N
https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996
https://www.amazon.com/Man-Arena-Selected-Writings-Roosevelt/dp/0765306700
https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike/dp/1501135910
https://www.amazon.com/Alexander-Hamilton-Ron-Chernow/dp/1594200092
https://www.amazon.com/Something-Autobiography-Vintage-Akira-Kurosawa/dp/B0C3D5NDJX
https://www.amazon.com/Born-Standing-Up-Comics-Martin/dp/B017QUU3EO
https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1439193630
https://www.amazon.com/Autobiography-Malcolm-told-Alex-Haley/dp/0345379756
https://twitter.com/bgurley/status/1688605654188224512
https://finance.yahoo.com/chart/SN
https://www.google.com/finance/quote/CAVA:NYSE
https://finance.yahoo.com/quote/SRFM
https://twitter.com/altcap/status/1686086247029055489
https://www.youtube.com/watch?v=Hhy7JUinlu0
https://twitter.com/gokulr/status/1680006171149869056
https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm
https://www.nytimes.com/2023/08/09/business/china-economy-inflation.html
https://twitter.com/KobeissiLetter/status/1689010884062904320
Audio player
Transcript
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| 0:00.0 | I'm recording, yeah. |
| 0:01.1 | How's my hair, Nick? |
| 0:02.0 | Do I look ridiculous and shit don't wear a hat? |
| 0:03.6 | Oh my god, I went to the |
| 0:04.3 | f***ing teaching salon in |
| 0:07.4 | f***ing for haircut a few days ago. |
| 0:09.8 | They're teaching salon. |
| 0:11.5 | $10. |
| 0:12.3 | You got $10 worth of value. |
| 0:13.9 | My neck was literally bleeding. |
| 0:15.9 | The guy cut my neck like six places. |
| 0:18.9 | It's diagonal on the back. |
| 0:21.0 | He left the office. |
| 0:23.2 | And he was stolen the whole time I walk in. |
| 0:26.0 | He's like, what do you want? |
| 0:27.0 | I'm like, I put this thing. |
| 0:28.6 | He's like shit. |
| 0:29.6 | Okay, sit down. |
| 0:30.6 | I thought I was like in a barber shop, |
| 0:32.5 | a candid camera thing. |
| 0:33.6 | Why would you possibly do that? |
| 0:35.2 | There was nothing available. |
... |
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