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 Mai 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 Mai 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 Mai 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 Mai 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 Mai 20221h 25min
E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
0:00 Bestie intros 4:32 Understanding VC fund metrics that matter, state of private markets 29:37 Recession possibilities, Q1 negative growth 44:56 Student loan forgiveness, fixing the underlying syst...
30 Apr 20221h 51min
E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
0:00 Bestie Intros + a new Bestie Guestie! 4:37 Coinbase CEO Brian Armstrong reflects on his "mission-focused company" blog post, work culture in tech/Silicon Valley, realigning culture at Coinbase 26...
23 Apr 20221h 4min
E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview
*** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter, check out the previous episode. 0:00 Surprise part two! 1:03 Friedberg breaks down the ...
16 Apr 202237min
