All-In Podcast | E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more @allin | Uploaded September 2023 | Updated October 2024, 14 hours ago.
(0:00) Bestie intros!
(3:05) GOP Primary update: polling, acceptable candidates, tentpole issues
(11:56) All-In Summit 2023 recap
(24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short?
(42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward
(50:45) Breaking down Instacart and Klaviyo's businesses
(1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns
(1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy?
(1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases
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:
projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire
youtu.be/yjj1QjZlQMM
bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28-billion-deal
twitter.com/pitdesi/status/1704874017357025499
google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D
twitter.com/aswathdamodaran/status/1704246090198036914
cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings
lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg
fred.stlouisfed.org/series/MORTGAGE30US
ey.com/en_gl/ipo/trends
stockanalysis.com/ipos/statistics
google.com/finance/quote/COIN:NASDAQ
google.com/finance/quote/EXPE:NASDAQ
axios.com/2023/09/19/instacarts-ipo-venture-capital
sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm
influencermarketinghub.com/amazon-ad-revenue
twitter.com/jasonlk/status/1704212644402540573
saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr
twitter.com/DavidSacks/status/1078755080478715904
https://i.insider.com/4dd4d1cf4bd7c8c90f000000
twitter.com/asanwal/status/1703492397739516068
cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html
tradingeconomics.com/commodity/crude-oil
kalshi.com/markets/fed/fed-interest-rates#fed-23nov
popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying
hellometer.io
nature.com/articles/s41551-023-01086-2
#allin #tech #news
(0:00) Bestie intros!
(3:05) GOP Primary update: polling, acceptable candidates, tentpole issues
(11:56) All-In Summit 2023 recap
(24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short?
(42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward
(50:45) Breaking down Instacart and Klaviyo's businesses
(1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns
(1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy?
(1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases
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:
projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire
youtu.be/yjj1QjZlQMM
bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28-billion-deal
twitter.com/pitdesi/status/1704874017357025499
google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D
twitter.com/aswathdamodaran/status/1704246090198036914
cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings
lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg
fred.stlouisfed.org/series/MORTGAGE30US
ey.com/en_gl/ipo/trends
stockanalysis.com/ipos/statistics
google.com/finance/quote/COIN:NASDAQ
google.com/finance/quote/EXPE:NASDAQ
axios.com/2023/09/19/instacarts-ipo-venture-capital
sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm
influencermarketinghub.com/amazon-ad-revenue
twitter.com/jasonlk/status/1704212644402540573
saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr
twitter.com/DavidSacks/status/1078755080478715904
https://i.insider.com/4dd4d1cf4bd7c8c90f000000
twitter.com/asanwal/status/1703492397739516068
cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html
tradingeconomics.com/commodity/crude-oil
kalshi.com/markets/fed/fed-interest-rates#fed-23nov
popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying
hellometer.io
nature.com/articles/s41551-023-01086-2
#allin #tech #news
