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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(375)

Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

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28 Feb 1h 21min

Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files

Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files

(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey (1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network (11:24) Who was Jeffrey Epstein, and what is t...

20 Feb 1h 47min

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

(0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate i...

13 Feb 1h 13min

CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder

CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder

(0:00) From China to Canada (6:13) CZ's Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering Bitcoin (30:11) Going All-In on Crypto (41:27) Founding Binance (1:03:57) ...

10 Feb 1h 57min

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powel...

7 Feb 1h 19min

ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping

ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping

(0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, en...

30 Jan 1h 30min

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

(0:00) Intro (0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world (52:33) CrowdStrike CEO George Kurtz on cyber...

25 Jan 2h 14min

Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos

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(0:00) The Besties introduce Dr. Oz (3:26) Trump's vision for healthcare in America (13:26) AI & self-directed healthcare (30:10) The future of GLP-1s and affordability (35:06) The Medical Fraud Crisi...

24 Jan 1h 5min

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