E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
from All-In with Chamath, Jason, Sacks & Friedberg
by All-In Podcast, LLC
Published: Fri Sep 22 2023
Show Notes
(0:00) Bestie intros!
(3:05) GOP Primary update: polling, acceptable candidates, tentpole issues
()All-In Summit 2023recap
()IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short?
()Did the Fed break the VC model? How LPs will evaluate fund managers going forward
()Breaking down Instacart and Klaviyo's businesses
()Revaluing Airtable and the path forward for ZIRP-era unicorns
()Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy?
()Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases
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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
https://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire
https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal
https://twitter.com/pitdesi/status/1704874017357025499
https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D
https://twitter.com/aswathdamodaran/status/1704246090198036914
https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings
https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg
https://fred.stlouisfed.org/series/MORTGAGE30US
https://www.ey.com/en_gl/ipo/trends
https://stockanalysis.com/ipos/statistics
https://www.google.com/finance/quote/COIN:NASDAQ
https://www.google.com/finance/quote/EXPE:NASDAQ
https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital
https://www.sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm
https://influencermarketinghub.com/amazon-ad-revenue
https://twitter.com/jasonlk/status/1704212644402540573
https://www.saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr
https://twitter.com/DavidSacks/status/1078755080478715904
https://i.insider.com/4dd4d1cf4bd7c8c90f000000
https://twitter.com/asanwal/status/1703492397739516068
https://www.cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html
https://tradingeconomics.com/commodity/crude-oil
https://kalshi.com/markets/fed/fed-interest-rates#fed-23nov
https://www.popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying
https://www.nature.com/articles/s41551-023-01086-2