0:00 Bestie intros
4:09 Assessing SBF bailing out major crypto players & the state of the market
18:24 Classifying crypto assets, high-yield crypto lending
34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech
1:01:24 Buyout targets, public market “regime change”
1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war?
1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application
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Tweets by DavidSacks
Tweets by friedberg
Follow the pod:
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Intro Music Credit:
https://rb.gy/tppkzl
Tweets by Yung_Spielburg
Intro Video Credit:
Tweets by TheZachEffect
Referenced in the show:
https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404
https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html
https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/
EXCLUSIVE: After throwing lifelines to troubled digital currency platforms BlockFi and Voyager Digital, @SBF_FTX, the 30-year-old billionaire founder of FTX, warns that some crypto exchanges will soon fail: by @Steven_Ehrlich https://t.co/j5q8h3I0ko
— Forbes Crypto (@ForbesCrypto) June 28, 2022
Tech Titans Want the Richest Californians to Pay for Pandemic Preparedness
FYI – some good reasons not to use Lyft or FTX (via @Govern4CA): pic.twitter.com/q6qBcWCaaX
— David Sacks (@DavidSacks) June 25, 2022
https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239
https://www.coinbase.com/price/bitcoin
https://www.coinbase.com/price/ethereum
https://www.blockchaincenter.net/en/altcoin-season-index/
Zendesk drama concludes with $10.2 billion private equity acquisition
https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx
https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-First-Quarter-2022-Results/default.aspx
https://cloudedjudgement.substack.com/p/clouded-judgement-62422
Zendesk terminates $4.1B SurveyMonkey acquisition after its own investors reject deal
https://www.google.com/finance/quote/CRM:NYSE
https://www.google.com/finance/quote/WDAY:NASDAQ
https://www.google.com/finance/quote/NOW:NYSE
Resurgence of Evergreen Features in IPO Equity Plans Restrict Investor Say
https://www.bloomberg.com/news/articles/2022-06-25/jana-partners-pulls-zendesk-proxy-fight-after-9-5-billion-deal
https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf
https://investor.onepeloton.com/node/9271/html
https://investors.buzzfeed.com/node/7426/html
https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9
https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/
NEW: Even if Western arms don't change the battlefield equation, US officials describe the stakes of ensuring Russia doesn't win in Ukraine as so high that they are willing to countenance even a global recession & mounting hunger. From @danlamothe & me https://t.co/HeOdarWHOB
— Missy Ryan (@missy_ryan) June 17, 2022
https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/
https://www.reuters.com/markets/stocks/putin-warns-russia-will-act-if-nato-crosses-its-red-lines-ukraine-2021-11-30/
https://theconversation.com/ukraine-war-follows-decades-of-warnings-that-nato-expansion-into-eastern-europe-could-provoke-russia-177999
https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html
https://abcnews.go.com/amp/US/wireStory/us-officials-land-solomons-discuss-china-pact-concerns-84238211
https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html
https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/
https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5
https://news.yahoo.com/blinken-says-no-change-nato-193615967.html
https://www.scmp.com/news/china/diplomacy/article/3182517/does-chinas-demotion-its-deputy-foreign-minister-signal
https://www.science.org/doi/10.1126/science.abm9326
All-In E79 on RvW leaked draft: https://youtu.be/qH696z3ml1Q
#allin #tech #news
26 Comments
Totally agreed with Sacks on Ukraine-Russia War issue. The problem about americans is that they are double-standard, and Sack is one of the few that could think clearly without bias
I agree with DF. Just talk about what you want. Just talk about what you want. Just talk about what you want.
Honest question- what about all the crypto outside the US and their jurisdiction?
Really wish jcal and chamath would let friedberg get his point across in the science corner :/ it's really interesting stuff
Sachs is incredibly thorough and rational with his explanations and JCal pulls the same media headline catch phrases “Putins a maniac dictator and he must be stopped” that gets nothing done and ignores his demands that could quickly end this conflict. His pride and hubris come before rational thought.
1:26:00 Sacks- "no one can know what Putins motivation is".. 30 seconds later… "This war could have been EASILY prevented." 🤦
J cal is kind of naive on politics
I think when you guys talk about the war it is an over site not to talk about the expansive undeveloped oil fields in Ukraine and the location of Ukraine oil and Russia oil supply lines. I def think it is worth mentioning that Ukraine supplying oil to Europe is a existential threat to Russia's economy. Look at the other Ex Soviet countries who have oil and what Russia does to guarantee they are not able to supply oil to Europe. NATO could be def an issue but I think the oil play in Ukraine is def in the head of Putin too.
Go Friedberg!
Wow such a distaste for the audience 👏 true colors are shining. How the divide starts with your thoughts, then your words, and then your actions. Bring us together, D.sax for president 🙌
Is Chamath short the market? He's clearly over bearish.
great episode. thank you for doing the show
Sacks the moral relativist, china or russia making deals is not the same as nato, those countries are dictatorships with unfree citizens, the threat from them is infinitely greater to us than ukraine joining nato is to russia
Give Jcal his 6 points. You’re making yourselves look bad.
Everyone who lost money in crypto deserved to lose said money. Chamath needs to stop pretending to be the big guy fighting for the little guy meanwhile he milks you with shit spacs…disgusting.
Talk about what you guys find interesting.
You don’t build products for what customers say they want. They don’t know what they want.
Zen going out at the top to start something more fun for the founders in an uncertain time
We need more of this consolidation as the market bounces at the bottom for who knows how long
Do what you guys find interesting, screw what audience votes for
A lot of stocks down 90+% that never offered really anything but possibility of increasing in value (No dividends). So I really dont see difference between traditional and crypto. Retail market just has an insatiable appetite for risk.
"They were buying them to see them appreciate and flip them" – JCal
Yeah… just like tech stocks that dont pay dividends. What does that stock do but hopefully promise it appreciates? Should we delist HOOD?
Tension between Jason wanting to raise his profile and be famous and everyone else wanting a good discussion
Don't fall for the survey. You are known to speak amongst yourselves on what YOU ALL feel is important. Stay with what got you to the dance.
This was a strong episode for Freidburg.
Crypto is monetary energy running at a digital velocity. Human nature expressed at the speed of light. Archegos, Lehman, and tulip style collapses were inevitable.
I like J cal less and less with every episode
Sachs is absolutely my favourite idc what anyone says lmao