<description>&lt;p&gt;0:00 Bestie intros&lt;/p&gt; &lt;p&gt;3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact&lt;/p&gt; &lt;p&gt;27:59 Metrics that signify a bubble or the top of a market&lt;/p&gt; &lt;p&gt;36:46 US macroeconomic picture&lt;/p&gt; &lt;p&gt;50:45 FBI raids Mar-a-Lago, Trump back in news&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://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf"&gt; https://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047"&gt; https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://cloudedjudgement.substack.com/p/clouded-judgement-81222"&gt;https://cloudedjudgement.substack.com/p/clouded-judgement-81222&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801"&gt; https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://fred.stlouisfed.org/series/FIXHAI"&gt;https://fred.stlouisfed.org/series/FIXHAI&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.newyorkfed.org/microeconomics/hhdc"&gt;https://www.newyorkfed.org/microeconomics/hhdc&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://twitter.com/AndrewYang/status/1556987104219090945"&gt;https://twitter.com/AndrewYang/status/1556987104219090945&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://twitter.com/andrewcuomo/status/1556990308424028163"&gt;https://twitter.com/andrewcuomo/status/1556990308424028163&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://twitter.com/elonmusk/status/1546669610509799424"&gt;https://twitter.com/elonmusk/status/1546669610509799424&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://twitter.com/michaeljburry/status/1557934401505308672"&gt;https://twitter.com/michaeljburry/status/1557934401505308672&lt;/a&gt;&lt;/p&gt;</description>

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

AUG 13, 202269 MIN
All-In with Chamath, Jason, Sacks & Friedberg

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

AUG 13, 202269 MIN

Description

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 FBI raids Mar-a-Lago, Trump back in news

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://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf

https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047

https://cloudedjudgement.substack.com/p/clouded-judgement-81222

https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801

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

https://www.newyorkfed.org/microeconomics/hhdc

https://twitter.com/AndrewYang/status/1556987104219090945

https://twitter.com/andrewcuomo/status/1556990308424028163

https://twitter.com/elonmusk/status/1546669610509799424

https://twitter.com/michaeljburry/status/1557934401505308672