E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner

E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/altcap

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

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

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Jaksot(375)

E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more

E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more

0:00 Bestie intro and poker recap 3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise 17:51 Lessons for founders and investors from the Theranos debacle, bad behavio...

8 Tammi 20221h 6min

E61: 2022 Predictions! Business, politics, science, tech, crypto, & more

E61: 2022 Predictions! Business, politics, science, tech, crypto, & more

(0:00) Recapping the "Superspreader" (6:12) Predicting 2022's biggest political winner (11:57) Predicting 2022's biggest political loser (19:07) Predicting 2022's biggest business winner (25:47) Predi...

29 Joulu 20211h 22min

E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars

E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars

(0:00) Catching up on the Web3 wars and Jack Dorsey sounding off (5:10) Biggest Winner - Politics (9:43) Biggest Loser - Politics (14:37) Biggest Political Surprise (22:24) Biggest Winner - Business (...

23 Joulu 20211h 48min

E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more

E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more

(0:00) Bestie Intro: Sweater update, NYC stories (8:30) Sacks got flagged on Twitter, theorizing on Twitter's content warning algorithm (14:37) "Racial equity audits" with product-level consequences m...

17 Joulu 20211h 28min

E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading 23:05 How growt...

11 Joulu 20211h 21min

E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure

E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure

(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans (12:30) Understanding the Omicron variant (24:49) Tech stocks plummet: why the selloff? (33:44) Inflation: here to st...

4 Joulu 20211h 18min

E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government

E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government

0:00 Bestie intro 1:14 Constitution DAO: implications, shortcomings, how to move forward? 29:58 Rittenhouse trial media coverage 50:52 Ken Griffin plays heel (again), private sector efficiency vs. gov...

20 Marras 20211h 15min

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

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

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 >$...

13 Marras 20211h 32min

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