() Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons!
() Ye's current situation and acquisition of Parler
() Snap drops ~30%, corporate misgovernance, super-voting shares
() Macro outlook, Stability AI $101M fundraise, VC fund metrics
() The difficulty of active stock picking and valuing businesses
() Lyft vs Gavin Newsom on Prop 30, PSA from Chamath
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/SNAP:NYSE
https://www.statista.com/statistics/545967/snapchat-app-dau
https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts
https://twitter.com/elonmusk/status/1520643441994387456
感想
まだ感想はありません。最初の1件を書きましょう！