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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Episoder(375)

E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!

E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!

Show Notes: 0:00 Open: LIVE from TPB Symposium 1:18 False Ivermectin story fools Rolling Stone, Rachel Maddow & more 15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve...

14 Sep 20211h 12min

E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

Show Notes: 00:00 Besties recap, it's Chamath's Birthday, Callin app 08:58 What should protocol be for conferences & live events? 12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial ...

4 Sep 20211h 24min

E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!

E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!

Show Notes: 0:00 Intro & Italy recap 12:06 An embarrassment in Afghanistan: breaking down how it happened 34:49 China's potential checkmate in Afghanistan, CCP cracking down on IPOs & algos 1:00:27 Re...

28 Aug 20211h 36min

E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more

E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more

Show Notes: 0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund & more 16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies 30:44 Zymergen's...

6 Aug 20211h 31min

E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more

E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more

Show Notes: 0:00 Quick vaccine passports update 17:15 China's massive tech crackdown: reasons, ramifications, & more 37:37 How will large firms & institutional investors react to the CCP's recent regu...

30 Jul 20211h 17min

E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more

E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more

Show Notes: 0:00 Intro & Dog update 5:48 COVID, Vaccine mandates, public vs. private policy 26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef 36:56 Vaccine incentives in France ...

23 Jul 20211h 35min

E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more

E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more

Show Notes: 0:00 Bestie game show: Who got COVID? How was the experience? 9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates 24:26 Implications on the economy, will pe...

16 Jul 20211h 18min

E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more

E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more

Show Notes: 0:00 Super drought & climate crisis on the west coast 25:53 Nuclear energy, virtue signaling, cognitive laziness, positive signals of optimism 36:50 Friedberg's "anti-science" theory 44:48...

9 Jul 20211h 10min

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