Spelade

  • 0:00 Bestie intro and poker recap

    3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise

    17:51 Lessons for founders and investors from the Theranos debacle, bad behavior a sign of the top

    26:09 Implications of "The Great Markdown" on public and private markets, confusing FED decisions

    45:56 Advice for founders on navigating a downturn

    1:00:01 a16z's new mega funds; should they go public? How does that change partner dynamics?

    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://www.wsj.com/articles/the-elizabeth-holmes-verdict-theranos-founder-is-guilty-on-four-of-11-charges-in-fraud-trial-11641255705

    https://www.bbc.com/news/technology-58469882

    https://www.nytimes.com/2022/01/04/technology/elizabeth-holmes-verdict.html

    https://www.wsj.com/articles/the-theranos-fraud-elizabeth-holmes-convicted-trial-blood-testing-start-up-11641330471

    https://www.businessinsider.com/bill-maris-explains-why-gv-didnt-invest-in-theranos-2015-10

    https://www.skadden.com/insights/publications/2021/06/insights-the-delaware-edition/delaware-courts-expand-plaintiffs-rights

    https://www.cnbc.com/2022/01/05/fed-minutes-december-2021.html

    https://fred.stlouisfed.org/series/T10YIE

    http://www.paulgraham.com/aord.html

    https://www.socialcapital.com/annual-letters/2019

    https://medium.com/craft-ventures/the-burn-multiple-51a7e43cb200

    https://www.statista.com/statistics/266206/googles-annual-global-revenue

    https://techcrunch.com/2022/01/07/andreessen-horowitz-raises-9b-in-new-capital-for-venture-growth-bio-funds

  • (0:00) Recapping the "Superspreader"

    (6:12) Predicting 2022's biggest political winner

    (11:57) Predicting 2022's biggest political loser

    (19:07) Predicting 2022's biggest business winner

    (25:47) Predicting 2022's biggest business loser

    (34:30) Most contrarian belief for 2022

    (1:02:07) Best performing asset for 2022

    (1:04:19) Most anticipated trend for 2022

    (1:09:19) Most anticipated media for 2022

    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://www.youtube.com/watch?v=IFMMeCMbNt8

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

    https://www.cnbc.com/2021/12/15/chinas-xi-and-russias-putin-talk-geopolitics-in-video-call.html

    https://worldpopulationreview.com/countries/countries-by-gdp

    https://twitter.com/datarade/status/1474432996845436933

    https://twitter.com/kerpen/status/1475209018058723334

    https://www.theverge.com/2021/11/23/22245325/samsungbuilding-chipmaking-fab-texas-taylor

    https://www.wsj.com/articles/amazon-to-stop-accepting-u-k-issued-visa-credit-cards-11637153600

    https://twitter.com/balajis/status/1475438356473409542

    https://balajis.com/mirrortable

    https://www.wsj.com/articles/hispanic-voters-now-evenly-split-between-parties-wsj-poll-finds-11638972769

    https://twitter.com/peterdaou/status/1470906537682026499

    https://twitter.com/TheOfficialRom/status/1472206678586179588

    https://twitter.com/joebiden/status/1322254443644026880

    https://www.cdc.gov/media/releases/2021/s1227-isolation-quarantine-guidance.html

    https://www.nytimes.com/live/2021/12/27/world/cdc-quarantine-isolation-guidelines#quarantine-5-days

    https://twitter.com/FaceTheNation/status/1475209878415323140

  • Show Notes:

    0:00 Mercury is in retrograde & impacting the besties

    2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive

    26:23 Building regulatory framework for utility tokens, institutional money in crypto

    40:59 Facebook whistleblower, potential ramifications & regulation

    57:10 Comparing potential Facebook regulation to Microsoft regulation in the 1990s

    1:02:34 Is decentralization a solution for social media?

    1:09:09 Chappelle's controversial new special, All-In summit & more

    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://coinmarketcap.com

    https://www.bitgo.com/newsroom/press-releases/galaxy-digital-to-acquire-bitgo

    https://www.coindesk.com/policy/2021/09/30/fed-chair-powell-says-he-has-no-intention-of-banning-crypto/

    https://www.bitwiseinvestments.com

    https://www.bloomberg.com/news/features/2021-10-07/crypto-mystery-where-s-the-69-billion-backing-the-stablecoin-tether

    https://twitter.com/KariyaKanav/status/1446207805220917252

    https://www.ledgerinsights.com/sec-gensler-calls-out-utility-tokens-in-european-crypto-asset-briefing/

    https://techcrunch.com/2021/10/06/fantasy-equity-nft-game-wants-you-to-spend-real-money-buying-fake-shares-of-real-startups/

    https://techcrunch.com/2021/10/07/fantasy-startup-investing-nft-platform-visionrare-shuts-down-paid-marketplace-after-a-day-in-open-beta/

    https://nypost.com/2015/06/14/141m-sculpture-may-point-to-top/

    https://www.facebook.com/zuck/posts/i-wanted-to-share-a-note-i-wrote-to-everyone-at-our-company-hey-everyone-its-bee/10113961365418581

    https://www.netflix.com/title/81228510

    https://twitter.com/DavidSacks/status/1446245636563619840

    https://twitter.com/DavidSacks/status/144624654499108864