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E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
(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:
/ chamath
https://linktr.ee/calacanis
/ davidsacks
/ friedberg
Follow the pod:
/ theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
/ yung_spielburg
Intro Video Credit:
/ thezacheffect
Referenced in the show:
https://www.google.com/finance/quote/...
https://www.statista.com/statistics/5...
https://www.washingtonpost.com/techno...
https://www.bloomberg.com/news/articl...
/ 1520643441994387456
https://www.wsj.com/articles/lyft-bat...
https://voterguide.sos.ca.gov/proposi...
https://fred.stlouisfed.org/series/GF...
#allin #tech #news
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