<description>&lt;p&gt;(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons!&lt;/p&gt; &lt;p&gt;(2:02) Ye's current situation and acquisition of Parler&lt;/p&gt; &lt;p&gt;(14:17) Snap drops ~30%, corporate misgovernance, super-voting shares&lt;/p&gt; &lt;p&gt;(32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics&lt;/p&gt; &lt;p&gt;(1:05:38) The difficulty of active stock picking and valuing businesses&lt;/p&gt; &lt;p&gt;(1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath&lt;/p&gt; &lt;p&gt;Follow the besties:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://twitter.com/chamath"&gt;https://twitter.com/chamath&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://linktr.ee/calacanis"&gt;https://linktr.ee/calacanis&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://twitter.com/DavidSacks"&gt;https://twitter.com/DavidSacks&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://twitter.com/friedberg"&gt;https://twitter.com/friedberg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow the pod:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://twitter.com/theallinpod"&gt;https://twitter.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://linktr.ee/allinpodcast"&gt;https://linktr.ee/allinpodcast&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Music Credit:&lt;/p&gt; &lt;p&gt;&lt;a href="https://rb.gy/tppkzl"&gt;https://rb.gy/tppkzl&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://twitter.com/yung_spielburg"&gt;https://twitter.com/yung_spielburg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Video Credit:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://twitter.com/TheZachEffect"&gt;https://twitter.com/TheZachEffect&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Referenced in the show:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.google.com/finance/quote/SNAP:NYSE"&gt;https://www.google.com/finance/quote/SNAP:NYSE&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.statista.com/statistics/545967/snapchat-app-dau"&gt;https://www.statista.com/statistics/545967/snapchat-app-dau&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts"&gt; https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value"&gt; https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://twitter.com/elonmusk/status/1520643441994387456"&gt;https://twitter.com/elonmusk/status/1520643441994387456&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256"&gt; https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://voterguide.sos.ca.gov/propositions/30"&gt;https://voterguide.sos.ca.gov/propositions/30&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://fred.stlouisfed.org/series/GFDEGDQ188S"&gt;https://fred.stlouisfed.org/series/GFDEGDQ188S&lt;/a&gt;&lt;/p&gt;</description>

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

OCT 22, 2022101 MIN
All-In with Chamath, Jason, Sacks & Friedberg

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

OCT 22, 2022101 MIN

Description

(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 $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