E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
0:00 Bestie catchup and Friedberg intros! 4:40 Breaking down current macro risks, Great Recession comparisons 31:55 How a historically large amount of dry powder is impacting VC firms as the market sh...
13 Maj 20221h 41min
E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein
0:00 Amy Howe (@AHoweBlogger) & Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v. Wade 28:07 Potential downstream impacts from the precedent of overturning Ro...
7 Maj 20221h 25min
E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
0:00 Bestie intros 4:32 Understanding VC fund metrics that matter, state of private markets 29:37 Recession possibilities, Q1 negative growth 44:56 Student loan forgiveness, fixing the underlying syst...
30 Apr 20221h 51min
E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
0:00 Bestie Intros + a new Bestie Guestie! 4:37 Coinbase CEO Brian Armstrong reflects on his "mission-focused company" blog post, work culture in tech/Silicon Valley, realigning culture at Coinbase 26...
23 Apr 20221h 4min
E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview
*** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter, check out the previous episode. 0:00 Surprise part two! 1:03 Friedberg breaks down the ...
16 Apr 202237min
E76: Elon vs. Twitter
0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros 3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more 30...
16 Apr 202258min
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
0:00 Jason's big night out, bestie intros, All-In Summit update and more 8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro- overview for startups 14:09 Preventing ...
9 Apr 20221h 17min
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
0:00 Sacks' DC trip and foreign policy speaking gig 5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration 26:16 ...
1 Apr 20221h 39min
