E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 29 January 2022
⏱️ 74 minutes
🧾️ Download transcript
Summary
1:35 Reflecting on bad investment decisions and markup dynamics
15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the underreported key piece, Obama's savvy Russia dealings
39:16 Bill Ackman buys the Netflix dip, Tesla and Microsoft crush earnings, the Fed signals rate hikes
55:18 Altos Labs raises $3B in the largest Seed round ever, incredible Yamanaka factors breakthrough, dynamics of a richly capitalized bio-moonshot
1:04:08 The Stripe Mafia, Bolt CEO punches up, reflecting on old emails
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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.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance
https://twitter.com/DavidSacks/status/1480716684038049796
https://medium.com/@jason/do-the-work-skip-the-party-8f2864560195#724a--share-10-78
https://www.nytimes.com/2022/01/16/world/europe/russia-ukraine-invasion.html
https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525
https://www.history.com/news/nato-article-5-meaning-history-world-war-2
https://www.latimes.com/opinion/op-ed/la-oe-shifrinson-russia-us-nato-deal--20160530-snap-story.html
https://www.worldometers.info/gdp/gdp-by-country
https://www.wsj.com/articles/william-ackman-takes-stake-in-netflix-11643236690
https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2/press-release-webcast
https://www.cnbc.com/2022/01/26/fed-decision-january-2022-.html
https://www.tcv.com/tcv-insights/netflix-case-study
https://www.cnbc.com/2021/11/16/peloton-files-to-sell-1-billion-in-stock-offering-shares-drop.html
https://www.biorxiv.org/content/10.1101/2022.01.20.477063v1.full.pdf
https://twitter.com/theryanking/status/1485784823641755648
https://twitter.com/shaunmmaguire/status/1486082835974811650
https://twitter.com/Jason/status/1486113945790214146
https://twitter.com/shaunmmaguire/status/1486114773209006080
https://twitter.com/Jason/status/1486121975311339520
https://my.pitchbook.com/profile/107633-08/company/profile#deal-history/102358-00T
Transcript
Click on a timestamp to play from that location
| 0:00.0 | We don't want to talk about Andrew. |
| 0:01.3 | I think that guy Palmer Lucky is super fascinating, the Oculus. |
| 0:03.9 | Why do you want to talk about that company? |
| 0:05.7 | Because I think an emerging syndicates. |
| 0:07.9 | No, why are you an investor? |
| 0:09.7 | Palmer Lucky hates me. |
| 0:11.2 | He won't come on this week and start up. |
| 0:12.4 | He literally hates me. |
| 0:13.3 | What did you call him? |
| 0:14.1 | Palmer Lucky? |
| 0:15.1 | Palmer Lucky. |
| 0:16.1 | Cosplay Palmer. |
| 0:17.1 | He's a cosplayer. |
| 0:19.1 | I like the fact that he does cosplay. |
| 0:20.1 | What is that? |
| 0:21.1 | That's when you dress up as comic book |
| 0:22.6 | or like superhero characters and go to conventions with that. |
| 0:24.6 | You know how he dressed up in the clothes of old Italian women? |
| 0:27.5 | Yes. |
| 0:28.5 | He dresses up like a superhero. |
| 0:29.9 | He's a cold open folks. |
| 0:32.1 | I do dress like a matrona sometimes. |
... |
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