E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
from All-In with Chamath, Jason, Sacks & Friedberg
by All-In Podcast, LLC
Published: Sat Oct 22 2022
Show Notes
(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons!
(2:02) 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://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value
https://twitter.com/elonmusk/status/1520643441994387456
https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256