E97: SPAC updates, public/private market overview, Putin's end game & more

E97: SPAC updates, public/private market overview, Putin's end game & more

0:00 Bestie intros!

1:03 SPAC updates, state of the public/private markets

20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom?

31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict

50:45 Government-heavy climate plans, Dilbert/ESG backlash

1:01:20 Poker plans, chess cheating scandal

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://youtu.be/AODfsBMGzGQ

https://twitter.com/chamath/status/1461453308623659010

https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021

https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund

https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html

https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/

https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html

https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999

https://www.brown.edu/news/2021-09-01/costsofwar

https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766

https://twitter.com/UncommonYield/status/1572743593508638722

https://twitter.com/Jason/status/1572399621389062145

Episoder(347)

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

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

(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

Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!

Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!

(0:00) Intro (0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption (38:51) Cerebras CEO, Andrew Feldman on Compute Power (1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots This...

23 Jan 1h 35min

Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo (1:21) The cost of infrastructure build-out, energy challenges (12:41) Where AI will be most impactful (22:39) The Chi...

23 Jan 47min

Under Secretary of State Sarah B. Rogers on dismantling the "Censorship Industrial Complex"

Under Secretary of State Sarah B. Rogers on dismantling the "Censorship Industrial Complex"

(0:00) Jason and Sacks welcome Sarah B. Rogers! (2:22) Free speech, EU censorship, OSA/DSA overreach? (13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a "cen...

22 Jan 45min

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount ...

21 Jan 32min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
pengepodden-2
utbytte
finansredaksjonen
morgenkaffen-med-finansavisen
rss-sunn-okonomi
livet-pa-veien-med-jan-erik-larssen
okonomiamatorene
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
lederpodden
rss-fa-makro
rss-markedspuls-2
lederskap-nhhs-podkast-om-ledelse
boligbobla
rss-andelige-tanker-med-camillo