E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
发布时间 2022-10-22 14:59:32 来源
摘要
(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons!
(2:02) Ye's current situation and acquisition of Parler
(14:17) Snap drops ~30%, corporate misgovernance, super-voting shares
(32:53) Macro outlook, Stability AI's $101M fundraise, VC fund metrics
(1:05:38) The difficulty of active stock picking and valuing businesses
(1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath
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.google.com/finance/quote/SNAP:NYSE
https://www.statista.com/statistics/545967/snapchat-app-dau
https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts
https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value
https://twitter.com/elonmusk/status/1520643441994387456
https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256
https://voterguide.sos.ca.gov/propositions/30
https://fred.stlouisfed.org/series/GFDEGDQ188S
#allin #tech #news
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