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

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Technology, Entrepreneurship, Business

4.0 • 10.4K Ratings

🗓️ 13 November 2021

⏱️ 92 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

Click on a timestamp to play from that location

0:00.0	bad
0:07.8	also
0:08.8	Fred
0:13.3	Jay Cals fat too to
0:14.7	fish
0:18.8	to
0:24.9	feathers
0:29.1	theme
0:29.1	to do. He's a robot.
0:30.7	Don't quit your day job, Jamal. That's all I can say.
0:33.2	Bro, you don't remember Baby Shark?
0:35.0	I mean, how many... No, he doesn't know his kids' first names for first names. How does he
0:38.4	know Baby Shark?
0:39.4	I don't know what your winner is, but...
0:42.0	I don't know what you're doing.
0:43.5	I don't know what you're doing.
0:45.5	I don't know what you're doing.
0:47.5	And it said we open source into the fans and they've just gone crazy with them.
0:51.3	Love you guys, I see.
0:52.5	We look in one. I'm going crazy with them.
0:55.7	Hey, everybody. Welcome to episode 55 of the All in Podcasts.
0:59.7	With us again this week, the dictator himself, Jamal Polly Haapatia, the queen of Kenwa,
	...

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