E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

Feb 24, 2023

(0:00) Bestie intro: Jason's Japan trip!
(1:04) Stripe's precarious situation: Did it miss the window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more
(23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple
(29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved
(39:05) AI's outsized impact on SaaS and real-world businesses
(55:16) Advice from Steve Jobs on customer-first product development, Section 230 update
(1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position
(1:14:24) Tinfoil hat corner
(1:23:25) Bestie wrap up!

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/ chamath
https://linktr.ee/calacanis
/ davidsacks
/ friedberg

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Intro Music Credit:
https://rb.gy/tppkzl
/ yung_spielburg

Intro Video Credit:
/ thezacheffect

Referenced in the show:
https://www.theinformation.com/articl...
https://www.theinformation.com/articl...
https://techcrunch.com/2013/09/11/zuc...
https://sacks.substack.com/p/enterpri...
https://sacks.substack.com/p/the-burn...
/ 1627449217294958592
https://chamathreads.substack.com/p/h...
/ 1628851245644644352
https://signalvnoise.com/posts/3497-y...
https://www.scotusblog.com/2023/02/no...
https://www.whitehouse.gov/briefing-r...
https://www.washingtonpost.com/politi...
https://www.yahoo.com/news/joe-biden-...
/ 1626984889449959430
https://www.nytimes.com/interactive/2...
https://www.bbc.com/news/world-europe...
https://openai.com/blog/how-should-ai...

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