Played
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0:00 Bestie intro and poker recap
3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise
17:51 Lessons for founders and investors from the Theranos debacle, bad behavior a sign of the top
26:09 Implications of "The Great Markdown" on public and private markets, confusing FED decisions
45:56 Advice for founders on navigating a downturn
1:00:01 a16z's new mega funds; should they go public? How does that change partner dynamics?
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.wsj.com/articles/the-elizabeth-holmes-verdict-theranos-founder-is-guilty-on-four-of-11-charges-in-fraud-trial-11641255705
https://www.bbc.com/news/technology-58469882
https://www.nytimes.com/2022/01/04/technology/elizabeth-holmes-verdict.html
https://www.wsj.com/articles/the-theranos-fraud-elizabeth-holmes-convicted-trial-blood-testing-start-up-11641330471
https://www.businessinsider.com/bill-maris-explains-why-gv-didnt-invest-in-theranos-2015-10
https://www.skadden.com/insights/publications/2021/06/insights-the-delaware-edition/delaware-courts-expand-plaintiffs-rights
https://www.cnbc.com/2022/01/05/fed-minutes-december-2021.html
https://fred.stlouisfed.org/series/T10YIE
http://www.paulgraham.com/aord.html
https://www.socialcapital.com/annual-letters/2019
https://medium.com/craft-ventures/the-burn-multiple-51a7e43cb200
https://www.statista.com/statistics/266206/googles-annual-global-revenue
https://techcrunch.com/2022/01/07/andreessen-horowitz-raises-9b-in-new-capital-for-venture-growth-bio-funds
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(0:00) Recapping the "Superspreader"
(6:12) Predicting 2022's biggest political winner
(11:57) Predicting 2022's biggest political loser
(19:07) Predicting 2022's biggest business winner
(25:47) Predicting 2022's biggest business loser
(34:30) Most contrarian belief for 2022
(1:02:07) Best performing asset for 2022
(1:04:19) Most anticipated trend for 2022
(1:09:19) Most anticipated media for 2022
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.youtube.com/watch?v=IFMMeCMbNt8
https://www.youtube.com/watch?v=CrgYEbIQkac
https://www.cnbc.com/2021/12/15/chinas-xi-and-russias-putin-talk-geopolitics-in-video-call.html
https://worldpopulationreview.com/countries/countries-by-gdp
https://twitter.com/datarade/status/1474432996845436933
https://twitter.com/kerpen/status/1475209018058723334
https://www.theverge.com/2021/11/23/22245325/samsungbuilding-chipmaking-fab-texas-taylor
https://www.wsj.com/articles/amazon-to-stop-accepting-u-k-issued-visa-credit-cards-11637153600
https://twitter.com/balajis/status/1475438356473409542
https://balajis.com/mirrortable
https://www.wsj.com/articles/hispanic-voters-now-evenly-split-between-parties-wsj-poll-finds-11638972769
https://twitter.com/peterdaou/status/1470906537682026499
https://twitter.com/TheOfficialRom/status/1472206678586179588
https://twitter.com/joebiden/status/1322254443644026880
https://www.cdc.gov/media/releases/2021/s1227-isolation-quarantine-guidance.html
https://www.nytimes.com/live/2021/12/27/world/cdc-quarantine-isolation-guidelines#quarantine-5-days
https://twitter.com/FaceTheNation/status/1475209878415323140
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Show Notes:
0:00 Mercury is in retrograde & impacting the besties
2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive
26:23 Building regulatory framework for utility tokens, institutional money in crypto
40:59 Facebook whistleblower, potential ramifications & regulation
57:10 Comparing potential Facebook regulation to Microsoft regulation in the 1990s
1:02:34 Is decentralization a solution for social media?
1:09:09 Chappelle's controversial new special, All-In summit & more
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://coinmarketcap.com
https://www.bitgo.com/newsroom/press-releases/galaxy-digital-to-acquire-bitgo
https://www.coindesk.com/policy/2021/09/30/fed-chair-powell-says-he-has-no-intention-of-banning-crypto/
https://www.bitwiseinvestments.com
https://www.bloomberg.com/news/features/2021-10-07/crypto-mystery-where-s-the-69-billion-backing-the-stablecoin-tether
https://twitter.com/KariyaKanav/status/1446207805220917252
https://www.ledgerinsights.com/sec-gensler-calls-out-utility-tokens-in-european-crypto-asset-briefing/
https://techcrunch.com/2021/10/06/fantasy-equity-nft-game-wants-you-to-spend-real-money-buying-fake-shares-of-real-startups/
https://techcrunch.com/2021/10/07/fantasy-startup-investing-nft-platform-visionrare-shuts-down-paid-marketplace-after-a-day-in-open-beta/
https://nypost.com/2015/06/14/141m-sculpture-may-point-to-top/
https://www.facebook.com/zuck/posts/i-wanted-to-share-a-note-i-wrote-to-everyone-at-our-company-hey-everyone-its-bee/10113961365418581
https://www.netflix.com/title/81228510
https://twitter.com/DavidSacks/status/1446245636563619840
https://twitter.com/DavidSacks/status/144624654499108864
