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 b...
23 Sep 20221h 24min
E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
0:00 Bestie intro! 0:59 Adobe agrees to acquire Figma for $20B 19:21 How Adobe might bundle Figma, regulatory implications 38:59 Analyzing Google's "one off" acquisition of YouTube 49:33 Friedberg bre...
17 Sep 20221h 31min
E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more! 3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests 12:53 Passing o...
10 Sep 20221h 15min
E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
(0:00) Bestie intros + Burning Man debate (4:16) NFT trading volume plummets (10:20) California's new fast food wages bill, government creating bad incentives, how the free market response will furthe...
1 Sep 20221h 23min
E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more
0:00 Bestie intros! 1:25 Twitter's former head of security makes allegations against the company 22:08 Foreign countries placing government agents in US tech companies, cloud security vulnerabilities ...
26 Aug 20221h 23min
E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
0:00 Bestie intro plus a new moderator! 7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow 25:32 Housing policy: Bay Area, Houston, Miami differences 45:41 China...
20 Aug 20221h 39min
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact 27:59 Metrics that signify a bubble or the top of a market 36:46 US macroeconomic picture 50:45 F...
13 Aug 20221h 9min
E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets overview: dead cat bounce or have we hit the bottom? 34:10 De-globalization trends, Pelosi's Taiwan visit Follow the besties: http...
5 Aug 202250min
