E83: Market slide continues, and how to address Uvalde
0:00 Bestie Guestie Brad Gerstner joins the show 1:00 All-In Summit recap and best moments 16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty? 29:53 $SNAP drops after miscalcula...
27 Touko 20221h 49min
#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Tim Urban gives a talk o...
26 Touko 20221h 9min
#AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 David Sacks tees up the sh...
25 Touko 202234min
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Claire Cormier Thielke's AIS...
24 Touko 202259min
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Bill Gurley & Brad G...
23 Touko 202251min
E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more
0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit! 0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration 13:26 Breaking down Tesla's 6+ businesses,...
16 Touko 20221h 26min
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
0:00 Bestie catchup and Friedberg intros! 4:40 Breaking down current macro risks, Great Recession comparisons 31:55 How a historically large amount of dry powder is impacting VC firms as the market sh...
13 Touko 20221h 41min
E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein
0:00 Amy Howe (@AHoweBlogger) & Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v. Wade 28:07 Potential downstream impacts from the precedent of overturning Ro...
7 Touko 20221h 25min
