E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg
1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies
21:52 Capital allocators at fault, how crossover funds are reacting, late-stage price discovery, investor and founder behavioral psychology
40:37 Sacks' burn multiple, managing growth spend, new VC qualifications, lessons from the COVID bubble
53:58 Russia/Ukraine: US potential non-ceasefire strategy, Zelenskyy's revelations in CNN interview, rhetoric getting more aggressive
1:08:58 How will Putin withdraw without redacting the sanctions? What is the offramp? Zelenskyy's posture on global war
1:24:18 Understanding China's recently announced tax cuts, All-In Summit talk

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/ chamath
https://linktr.ee/calacanis
/ davidsacks
/ friedberg
/ altcap

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/ theallinpod
https://linktr.ee/allinpodcast

Intro Music Credit:
https://rb.gy/tppkzl
/ yung_spielburg

Intro Video Credit:
/ thezacheffect

Referenced in the show:
https://sacks.substack.com/p/the-burn...
https://substack.com/profile/11803623...
/ 1506243619384037378
https://www.bloomberg.com/opinion/art...
https://www.rand.org/pubs/research_br...
/ 1507378113893871617
https://www.reuters.com/world/europe/...
https://www.wptv.com/news/national/ru...
https://www.realclearpolitics.com/vid...
https://www.politico.com/news/2022/03...
https://fortune.com/2022/03/25/russia...
https://www.nytimes.com/2022/02/23/wo...
https://fortune.com/2022/03/24/putin-...
https://www.wsj.com/articles/saudi-ar...
https://www.nytimes.com/2022/02/23/wo...
https://www.cnbc.com/2022/03/24/biden...
https://www.washingtonpost.com/news/p...
https://www.wsj.com/articles/biden-st...
https://www.bloomberg.com/news/articl...

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