Podcast Episodes

E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more

0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit!

0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Admini…

3 years, 10 months ago

E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

0:00 Bestie catchup and Friedberg intros!

4:40 Breaking down current macro risks, Great Recession comparisons

31:55 How a historically large amount o…

3 years, 10 months ago

E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein

0:00 Amy Howe (@AHoweBlogger) & Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v. Wade

28:07 Potential down…

3 years, 10 months ago

E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest

0:00 Bestie intros

4:32 Understanding VC fund metrics that matter, state of private markets

29:37 Recession possibilities, Q1 negative growth

44:56 S…

3 years, 10 months ago

E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong

0:00 Bestie Intros + a new Bestie Guestie!

4:37 Coinbase CEO Brian Armstrong reflects on his "mission-focused company" blog post, work culture in tec…

3 years, 11 months ago

E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview

*** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter, check out the previous episode.     0:00…

3 years, 11 months ago

E76: Elon vs. Twitter

0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros

3:12 Breaking down Elon's offer to buy Twitter and take it priv…

3 years, 11 months ago

E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more

0:00 Jason's big night out, bestie intros, All-In Summit update and more

8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro-…

3 years, 11 months ago

E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

0:00 Sacks' DC trip and foreign policy speaking gig

5:50 Yield curve inversion, breaking down the current state of the markets, understanding the lab…

3 years, 11 months ago

E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg

1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation b…

3 years, 11 months ago