E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more

E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more

0:00 Chamath's preferred cosplay

1:35 Reflecting on bad investment decisions and markup dynamics

15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the underreported key piece, Obama's savvy Russia dealings

39:16 Bill Ackman buys the Netflix dip, Tesla and Microsoft crush earnings, the Fed signals rate hikes

55:18 Altos Labs raises $3B in the largest Seed round ever, incredible Yamanaka factors breakthrough, dynamics of a richly capitalized bio-moonshot

1:04:08 The Stripe Mafia, Bolt CEO punches up, reflecting on old emails

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.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance

https://twitter.com/DavidSacks/status/1480716684038049796

https://medium.com/@jason/do-the-work-skip-the-party-8f2864560195#724a--share-10-78

https://www.nytimes.com/2022/01/16/world/europe/russia-ukraine-invasion.html

https://www.defense.gov/News/Transcripts/Transcript/Article/2910061/pentagon-press-secretary-john-kirby-holds-a-press-briefing

https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525

https://www.history.com/news/nato-article-5-meaning-history-world-war-2

https://www.latimes.com/opinion/op-ed/la-oe-shifrinson-russia-us-nato-deal--20160530-snap-story.html

https://www.worldometers.info/gdp/gdp-by-country

https://www.atlanticcouncil.org/blogs/natosource/obama-does-not-believe-invading-ukraine-or-saving-assad-makes-putin-a-player

https://www.euractiv.com/section/global-europe/news/germany-agrees-to-axe-nord-stream-2-if-russia-invades-ukraine

https://www.wsj.com/articles/william-ackman-takes-stake-in-netflix-11643236690

https://tesla-cdn.thron.com/static/WIIG2L_TSLA_Q4_2021_Update_O7MYNE.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22tsla-q4-and-fy-2021-update.pdf%22

https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2/press-release-webcast

https://www.cnbc.com/2022/01/26/fed-decision-january-2022-.html

https://www.tcv.com/tcv-insights/netflix-case-study

https://www.cnbc.com/2021/11/16/peloton-files-to-sell-1-billion-in-stock-offering-shares-drop.html

https://www.drugdiscoverytrends.com/biotech-altos-labs-emerges-with-3b-in-funding-to-focus-on-cellular-rejuvenation-programming

https://www.biorxiv.org/content/10.1101/2022.01.20.477063v1.full.pdf

https://twitter.com/theryanking/status/1485784823641755648

https://twitter.com/shaunmmaguire/status/1486082835974811650

https://twitter.com/Jason/status/1486113945790214146

https://twitter.com/shaunmmaguire/status/1486114773209006080

https://twitter.com/Jason/status/1486121975311339520

https://my.pitchbook.com/profile/107633-08/company/profile#deal-history/102358-00T

Episoder(350)

E160: 2024 Predictions! Markets, tech, politics, and more

E160: 2024 Predictions! Markets, tech, politics, and more

(0:00) Bestie intros! Pasty Preppers (4:17) 2024's Biggest Political Winner (13:37) 2024's Biggest Political Loser (19:41) 2024's Biggest Business Winner (32:08) 2024's Biggest Business Loser (37:31) ...

6 Jan 20241h 27min

E159: The Bestie Awards! Recapping the best and worst of 2023

E159: The Bestie Awards! Recapping the best and worst of 2023

(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest Political Loser (15:14) Biggest Political Surprise (23:02) Biggest Business Winner (26:50) Biggest Bu...

29 Des 20231h 22min

E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more (7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the d...

23 Des 20231h 47min

E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more

E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more

(0:00) Bestie intros: Mullets! (2:56) Recapping Friedberg's holiday party (9:29) Jury rules in favor of Epic Games over Google: How to handle the app store duopoly? (23:21) OpenAI inks deal with Axel ...

16 Des 20231h 39min

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

(0:00) Bestie intro! (3:12) Ivy League antisemitism hearings (21:55) State of the economy for consumers (34:55) Signs of life in SaaS, VC shutdowns, and more (44:59) Why Friedberg chose to take the ro...

8 Des 20231h 32min

E155: In conversation with Tucker Carlson, plus OpenAI chaos explained

E155: In conversation with Tucker Carlson, plus OpenAI chaos explained

(0:00) Bestie intros! Tucker Carlson joins the show (0:59) Tucker's departure from Fox News (10:49) The state of American society and the importance of rediscovering national alignment (30:53) Why pro...

1 Des 20232h 9min

E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more

E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more

(0:00) Bestie intros! (1:25) Democratic Presidential Candidate Dean Phillips shares his business background (13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental sta...

17 Nov 20231h 56min

E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

(0:00) Bestie Intros: Sacks keeps receipts! (1:14) Jared Kushner joins the show: background, Trump's campaign validation (13:12) State of Israel vs Hamas, escalation risks (23:04) Historical context a...

11 Nov 20231h 50min

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