E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 30 June 2022
⏱️ 95 minutes
🧾️ Download transcript
Summary
0:00 Bestie intros
4:09 Assessing SBF bailing out major crypto players & the state of the market
18:24 Classifying crypto assets, high-yield crypto lending
34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech
1:01:24 Buyout targets, public market "regime change"
1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war?
1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application
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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.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404
https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html
https://twitter.com/ForbesCrypto/status/1541893168152690690
https://twitter.com/DavidSacks/status/1540732780501381121
https://www.coinbase.com/price/bitcoin
https://www.coinbase.com/price/ethereum
https://www.blockchaincenter.net/en/altcoin-season-index/
https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/
https://cloudedjudgement.substack.com/p/clouded-judgement-62422
https://www.google.com/finance/quote/CRM:NYSE
https://www.google.com/finance/quote/WDAY:NASDAQ
https://www.google.com/finance/quote/NOW:NYSE
https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf
https://investor.onepeloton.com/node/9271/html
https://investors.buzzfeed.com/node/7426/html
https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9
https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/
https://twitter.com/missy_ryan/status/1537944064703619074
https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/
https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html
https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html
https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/
https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5
https://news.yahoo.com/blinken-says-no-change-nato-193615967.html
https://www.science.org/doi/10.1126/science.abm9326
All-In E79 on RvW leaked draft: https://youtu.be/qH696z3ml1Q
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Let's go Jason start. Let's go. Do you have any intros? Let's go. Let's go. Let's go. All right. If you want intros |
| 0:05.7 | We're not willing to pay for him so don't go there |
| 0:09.3 | Sacks is awake. All right. Well, then we'll start with you sax if you want to do your job |
| 0:14.1 | You'll do the intros and if you want to |
| 0:16.1 | If you want to slow roll your effort because you think you're negotiating with us |
| 0:20.5 | Don't we don't give a shit. Listen. I'm doing all the projects outside. I think we care about your intros. Do a bad job. We don't care |
| 0:26.5 | Waiting in the wings all we do. Well, then I'll just do three sax intros in a row. Oh my god |
| 0:34.7 | It's so true do do a couple of bad jobs so they'll be can boot you off the show. Oh, that'll be so good. All right. Here we go |
| 0:57.1 | All in summit I packed the joint but sax won't give me an extra point his crypto holdings |
| 1:03.0 | They can't find a floor gonna have him flying commercial for the first time since 2004 |
| 1:08.5 | Welcome, David sax back to the program the rainman. It's beer. Ah now freeberg |
| 1:13.1 | I never wanted to see him go but you got a show up for work. You can't do every other show the salted of science |
| 1:18.5 | He's certainly not a fad but again |
| 1:21.0 | Did you see those ratings with Brad welcome back the saltine of science? |
| 1:26.1 | By the way our show beat Brad's ratings. So thank you very much, Jake. Oh, okay. Well a little drama |
| 1:31.6 | I'm always builds a little audience. Okay. Here we go. Chimath a little healthy competition. Well, Chimath |
| 1:35.8 | He's in Italy living a life so grand his next back a luxury wine and sweater brand |
| 1:40.9 | This market is leaving him in a days |
| 1:42.8 | So he's been tipsy in the Mediterranean for the past 10 days. Welcome back the dictator. Thank you |
| 1:48.2 | Thank you to God. I just I put them on stun. I didn't want to do any kill shots there |
| 1:53.8 | Everybody's a little on edge including the audience the audience had a lot to say about whether we cover a |
| 2:00.4 | Lot of the controversial topics |
... |
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