E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.2 • 7.1K Ratings

🗓️ 13 August 2022

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

0:00 Bestie intros

3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact

27:59 Metrics that signify a bubble or the top of a market

36:46 US macroeconomic picture

50:45 FBI raids Mar-a-Lago, Trump back in news

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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://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf

https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047

https://cloudedjudgement.substack.com/p/clouded-judgement-81222

https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801

https://fred.stlouisfed.org/series/FIXHAI

https://www.newyorkfed.org/microeconomics/hhdc

https://twitter.com/AndrewYang/status/1556987104219090945

https://twitter.com/andrewcuomo/status/1556990308424028163

https://twitter.com/elonmusk/status/1546669610509799424

https://twitter.com/michaeljburry/status/1557934401505308672

Transcript

Click on a timestamp to play from that location

0:00.0	How mad is Saks gonna get when he sees my button situation today?
0:03.6	I'm gonna join you.
0:04.4	What you're about to do?
0:05.2	Oh my god.
0:06.4	Look at the collar situation.
0:08.5	Look at the button situation.
0:09.7	Look at that.
0:11.0	Oh, this is fantastic.
0:12.7	Hey, Basties.
0:15.0	It's got off the lake.
0:15.8	Where's the lake?
0:16.8	It's got the lake.
0:17.6	Yeah.
0:18.0	I was just on the lake with the boat.
0:19.3	Lake Cuomo?
0:20.1	Where were you?
0:20.9	I was doing a little wakeboarding.
0:22.2	Tahu, yeah.
0:22.8	It's a wakeboarding.
0:23.6	It means that.
0:24.3	Me and that took all five kids.
0:26.0	And we navigated the entire island of Sardinia for eight days.
	...

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