E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

(0:00) Bestie intro: Jason's Japan trip!

(1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more

(23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple

(29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved

(39:05) AI's outsized impact on SaaS and real-world businesses

(55:16) Advice from Steve Jobs on customer-first product development, Section 230 update

(1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position

(1:14:24) Tinfoil hat corner

(1:23:25) Bestie wrap up!

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.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors

https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate

https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public

https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9

https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200

https://twitter.com/tylertringas/status/1627449217294958592

https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next

https://twitter.com/Jason/status/1628851245644644352

https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt

https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230

https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine

https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv

https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html

https://twitter.com/nytimes/status/1626984889449959430

https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html

https://www.bbc.com/news/world-europe-26079957

https://openai.com/blog/how-should-ai-systems-behave

Jaksot(369)

E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more

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Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/the...

19 Syys 20201h 24min

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9 Syys 20201h 16min

E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more

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Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/the...

31 Heinä 20201h 34min

E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency

E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/the...

11 Heinä 20201h 32min

E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg

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Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/calacanis 0:01 Jason checks in on Chamath, Sacks & Friedberg, opening up their social circles, o...

20 Kesä 20201h 18min

E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg

E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg

Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/calacanis 0:01 Jason & Chamath intro David Sacks & David Friedberg 1:15 Everybody gives their ...

21 Touko 20201h 6min

E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks

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Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/calacanis 0:01 Jason & Chamath catch us up on their quarantines 1:20 Chamath intros David Sacks...

11 Huhti 20201h 13min

E1: US Response to COVID-19 & Impact on Startups, Venture Capital & Public Markets with David Friedberg

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Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason   https://linktr.ee/calacanis 0:01 Jason & Chamath intro David and check in on each other's quarantines 2:26 Has ...

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