E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

(0:00) Bestie intro!

(1:57) Overview of the SVB collapse and bank run

(17:53) Who or what is to blame? Debating venture debt

(37:11) Contagion risk, second- and third-order effects, government backstops

(1:00:36) What does this mean for the VC industry? Silicon Valley panic cycle, advice for founders

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

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.fdic.gov/news/press-releases/2023/pr23016.html

https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/r/Q1-2023-Investor-Letter.FINAL-030823.pdf

https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/Q1-2023-Mid-Quarter-Update-vFINAL3-030823.pdf

https://twitter.com/garrytan/status/1634260576431136768

https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk

https://www.youtube.com/watch?v=Ymo6Yzjv_KY

https://www.bloomberg.com/news/articles/2023-03-10/treasury-closely-watching-siliconvalley-bank-share-plunge

https://www.cbsnews.com/news/janet-yellen-ukraine-treasury-secretary-kyiv-visit-volodymyr-zelenskyy

https://twitter.com/Rippling/status/1634201986894577665

https://en.wikipedia.org/wiki/Troubled_Asset_Relief_Program

https://www.wsj.com/articles/bond-losses-push-silicon-valley-bank-parent-to-raise-capital-125e89d4

https://dfpi.ca.gov/wp-content/uploads/sites/337/2023/03/DFPI-Orders-Silicon-Valley-Bank-03102023.pdf?emrc=bedc09

https://www.google.com/finance/quote/IAT:NYSEARCA

Episoder(363)

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E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more

Follow the crew: 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/...

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E9: Trump has COVID, First debate reactions, Coinbase letter response & more

E9: Trump has COVID, First debate reactions, Coinbase letter response & more

Follow the crew: 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/...

3 Okt 20201h 7min

E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more

E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/the...

19 Sep 20201h 24min

E7: California's collapse, how SPACs are opening the markets for growth stocks & more

E7: California's collapse, how SPACs are opening the markets for growth stocks & more

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/the...

9 Sep 20201h 16min

E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more

E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/the...

31 Jul 20201h 34min

E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency

E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/the...

11 Jul 20201h 32min

E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg

E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg

Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/calacanis 0:01 Jason checks in on Chamath, Sacks & Friedberg, opening up their social circles, o...

20 Jun 20201h 18min

E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg

E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg

Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/calacanis 0:01 Jason & Chamath intro David Sacks & David Friedberg 1:15 Everybody gives their ...

21 Mai 20201h 6min

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