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All-In with Chamath, Jason, Sacks & Friedberg

Aug 11, 2023

(0:00) Bestie intros: Friedberg's bad haircut

(1:17) Welcome BG^2! Biography recommendations and film talk

(22:27) VC market update: State of Series A's

(33:43) Dry powder misconceptions, marking incentives

(48:57) IPO window starting to open, IPO down rounds, incentives to go public

(1:03:17) Cyclical venture cycles, managing distributions, benchmarking VC performance vs public market

(1:22:26) Tragic Maui wildfires, extreme temperatures

(1:26:11) Macro picture: inflation cools, deflation risk?

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