E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
from All-In with Chamath, Jason, Sacks & Friedberg
by All-In Podcast, LLC
Published: Mon May 23 2022
Show Notes
This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022'smarket downturn
How VCs will handle capital commitments from LPs, underwriting startups in the new reality
Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions
Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses
Brad predicts the market for next year, Bill gives post-Benchmark plans
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