E120: Banking crisis and the great VC reset

E120: Banking crisis and the great VC reset

(0:00) Bestie intro!

(1:35) Recapping the events of the past week

(5:39) Understanding the banking crisis

(32:55) Solving the global debt problem, righting the ship

(54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its growth-stage team

(1:08:36) Science corner: Superconductors

(1:24:56) DeSantis update, Ukraine spending run rate, bestie wrap!

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

https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e

https://www.wsj.com/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e

https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients

https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr

https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote

https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut

https://www.bbc.com/news/uk-england-london-64968795

https://www.treasurydirect.gov

https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel

https://www.axios.com/2023/03/15/stripe-50-billion

https://www.businessinsider.com/sequoia-capital-venture-capital-returns-university-of-california-2023-3

https://www.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade

https://techcrunch.com/2023/03/13/y-combinator-cuts-nearly-20-of-staff-scales-back-growth-stage-investments

https://twitter.com/Jason/status/1633570102326202368

https://www.nature.com/articles/s41586-023-05742-0

https://youtu.be/4lE8QWtrEvQ

https://www.theatlantic.com/ideas/archive/2023/03/desantis-ukraine-pro-russia-position-gop-presidential-nomination/673392

Episoder(369)

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E24: Markets trend down, political manipulation via COVID "Zeroism," stimulus breakdown, biological Patriot Act

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....

6 Mar 20211h 10min

E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!

E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!

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....

20 Feb 20211h 24min

E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev

E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/vladtenev Follow the pod: https://twitter.c...

13 Feb 202149min

E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green

E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/Money23Green Follow the pod: https://twitte...

6 Feb 20211h 15min

E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it

E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it

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....

3 Feb 20211h 20min

E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?

E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?

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/...

30 Jan 20211h 26min

E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more

E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & 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/...

23 Jan 20211h 23min

E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet

E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet

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/...

11 Jan 20211h 37min

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