E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner

All-In with Chamath, Jason, Sacks & Friedberg

(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?

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/altcap

https://twitter.com/bgurley

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://youtu.be/xmYekD6-PZ8

https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755

https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/147770146X

https://www.amazon.com/Elon-Musk-Spanish-Walter-Isaacson/dp/B0CBTHK86N

https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996

https://www.amazon.com/Man-Arena-Selected-Writings-Roosevelt/dp/0765306700

https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike/dp/1501135910

https://www.amazon.com/Alexander-Hamilton-Ron-Chernow/dp/1594200092

https://www.amazon.com/Something-Autobiography-Vintage-Akira-Kurosawa/dp/B0C3D5NDJX

https://www.amazon.com/Born-Standing-Up-Comics-Martin/dp/B017QUU3EO

https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1439193630

https://www.amazon.com/Autobiography-Malcolm-told-Alex-Haley/dp/0345379756

https://www.linkedin.com/posts/peterjameswalker_cartadata-seriesa-valuations-activity-7092542118803488768-vOcY

https://www.theinformation.com/articles/venture-firms-still-writing-small-checks-despite-271-billion-in-dry-powder

https://twitter.com/bgurley/status/1688605654188224512

https://finance.yahoo.com/chart/SN

https://www.google.com/finance/quote/CAVA:NYSE

https://finance.yahoo.com/quote/SRFM

https://twitter.com/altcap/status/1686086247029055489

https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802

https://www.youtube.com/watch?v=Hhy7JUinlu0

https://twitter.com/gokulr/status/1680006171149869056

https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995

https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

https://www.bloomberg.com/news/newsletters/2023-08-10/disinflation-wave-the-bloomberg-open-americas-edition

https://www.nytimes.com/2023/08/09/business/china-economy-inflation.html

https://twitter.com/KobeissiLetter/status/1689010884062904320

More description

(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?

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/altcap

https://twitter.com/bgurley

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://youtu.be/xmYekD6-PZ8

https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755

https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/147770146X

https://www.amazon.com/Elon-Musk-Spanish-Walter-Isaacson/dp/B0CBTHK86N

https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996

https://www.amazon.com/Man-Arena-Selected-Writings-Roosevelt/dp/0765306700

https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike/dp/1501135910

https://www.amazon.com/Alexander-Hamilton-Ron-Chernow/dp/1594200092

https://www.amazon.com/Something-Autobiography-Vintage-Akira-Kurosawa/dp/B0C3D5NDJX

https://www.amazon.com/Born-Standing-Up-Comics-Martin/dp/B017QUU3EO

https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1439193630

https://www.amazon.com/Autobiography-Malcolm-told-Alex-Haley/dp/0345379756

https://www.linkedin.com/posts/peterjameswalker_cartadata-seriesa-valuations-activity-7092542118803488768-vOcY

https://www.theinformation.com/articles/venture-firms-still-writing-small-checks-despite-271-billion-in-dry-powder

https://twitter.com/bgurley/status/1688605654188224512

https://finance.yahoo.com/chart/SN

https://www.google.com/finance/quote/CAVA:NYSE

https://finance.yahoo.com/quote/SRFM

https://twitter.com/altcap/status/1686086247029055489

https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802

https://www.youtube.com/watch?v=Hhy7JUinlu0

https://twitter.com/gokulr/status/1680006171149869056

https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995

https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

https://www.bloomberg.com/news/newsletters/2023-08-10/disinflation-wave-the-bloomberg-open-americas-edition

https://www.nytimes.com/2023/08/09/business/china-economy-inflation.html

https://twitter.com/KobeissiLetter/status/1689010884062904320

2023-08-11 96 min
Listen elsewhere

Available Results

Generated results are saved to your library for reuse and search.

No generated results are available for this episode yet.

Transcript

No transcript is available for this episode yet.
Sign in to generate a transcript for review.
Sign in

Chapters

No chapters available.