E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 17 April 2021
⏱️ 79 minutes
🧾️ Download transcript
Summary
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
Referenced in the show:
Statista - Death rates from coronavirus (COVID-19) in the United States
https://www.statista.com/statistics/1109011/coronavirus-covid19-death-rates-us-by-state
Tweets:
https://twitter.com/bgurley/status/1382737752794353664
https://twitter.com/DavidSacks/status/1382874547179950082
https://twitter.com/DavidSacks/status/1382466963885199362
https://twitter.com/DrewHolden360/status/1382477293797400581
https://twitter.com/chamath/status/1383073577386201094
Show Notes:
0:00 Bestie intro & crowning a new SPAC king
3:01 Coinbase's direct listing, comparing vehicles to go public & lockup periods, Sacks on Coinbase vs. NYT
12:06 David Sacks on running for governor
15:21 Brad & the besties react to the crazy Q1 in the markets, a16z's savvy buying moves with Coinbase, issues with short-term behavioral lock-in
32:37 Top insights from Bezos' letter to shareholders, Amazon employees reject the union in Alabama
50:27 Reacting to Drew Holden's recent thread on media double standards in covering each party
54:28 Federalism's benefits throughout COVID, State-by-state results reveal lockdowns didn't work, vaccine incentives and PR due to J&J decision
1:04:20 Degradation of faith in institutions accelerated by COVID
1:09:26 Republican Senator Josh Hawley calls for big tech antitrust reform, bypassing institutions for progress
Transcript
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| 0:00.0 | Any word from the dictator should we just do? I don't know man. I got |
| 0:03.6 | I can't I cannot spend my whole day sitting on zoom waiting for Tama or I could have Brad Gershner come on and sit in for isn't he richer than Tama? |
| 0:10.2 | He is now largest back of the world. Should we do that? Should I just have Brad come on the pod? Oh my god |
| 0:17.8 | Started now get him on |
| 0:21.2 | Tama comes in later is like what the fuck were like we replaced you with the new spanking oh my god get him on is this like |
| 0:27.5 | A kidnapping and you guys are gonna take me out and drop me off behind |
| 0:31.6 | Behind the railroad cars. What's going on here? Okay, good. There we go. I'm good. Is it how's the game? |
| 0:38.2 | Gain is great good |
| 0:40.2 | three |
| 0:41.2 | Gain two |
| 0:43.2 | one |
| 0:45.2 | Like your winners |
| 0:47.9 | Rainman David's |
| 0:52.3 | We open source into the fans and they just go crazy |
| 0:55.6 | I |
| 1:00.8 | Hey everybody. Hey everybody. It's another episode of the all-in podcast |
| 1:04.4 | We took last week off because it was spring break and we all needed a break |
| 1:07.6 | Hope you had a great one too with us today of course the queen of Kenwa from an undisclosed sunny location |
| 1:15.2 | David Friedberg. It looks like a good city. Is it redwood city? |
| 1:18.6 | Rainman himself |
| 1:20.6 | David sacks ready for governor sacks.com and of course the king of all spacks red gursoners with us again the new dictator |
| 1:29.4 | filling in for Jamath polyhopatia the dictator away |
... |
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