All-In Podcast | E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more @allin | Uploaded March 2023 | Updated October 2024, 3 minutes ago.
PRODUCER'S NOTE: the zoom video feed went the way of SVB this week - sorry besties! all charts and graphics are still included.

(0:00) Bestie intro!
(1:57) Overview of the SVB collapse and bank run
(17:53) Who or what is to blame? Debating venture debt
(37:11) Contagion risk, second- and third-order effects, government backstops
(1:00:36) What does this mean for the VC industry? Silicon Valley panic cycle, advice for founders

Follow the besties:
twitter.com/chamath
https://linktr.ee/calacanis
twitter.com/DavidSacks
twitter.com/friedberg

Follow the pod:
twitter.com/theallinpod
https://linktr.ee/allinpodcast

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

Intro Video Credit:
twitter.com/TheZachEffect

Referenced in the show:
fdic.gov/news/press-releases/2023/pr23016.html
s201.q4cdn.com/589201576/files/doc_downloads/2023/03/r/Q1-2023-Investor-Letter.FINAL-030823.pdf
s201.q4cdn.com/589201576/files/doc_downloads/2023/03/Q1-2023-Mid-Quarter-Update-vFINAL3-030823.pdf
twitter.com/garrytan/status/1634260576431136768
seekingalpha.com/article/4565388-svb-financial-blow-up-risk
youtube.com/watch?v=Ymo6Yzjv_KY
bloomberg.com/news/articles/2023-03-10/treasury-closely-watching-silicon-valley-bank-share-plunge
cbsnews.com/news/janet-yellen-ukraine-treasury-secretary-kyiv-visit-volodymyr-zelenskyy
twitter.com/Rippling/status/1634201986894577665
en.wikipedia.org/wiki/Troubled_Asset_Relief_Program
wsj.com/articles/bond-losses-push-silicon-valley-bank-parent-to-raise-capital-125e89d4
dfpi.ca.gov/wp-content/uploads/sites/337/2023/03/DFPI-Orders-Silicon-Valley-Bank-03102023.pdf?emrc=bedc09
google.com/finance/quote/IAT:NYSEARCA


#allin #tech #news