E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

Feb 3, 2023

(0:00) Bestie intro!
(1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow
(17:52) Interest rates impact on mega-cap company creation
(33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues
(1:02:33) Adani's potential fraud, role of short sellers

Follow the besties:
/ chamath
https://linktr.ee/calacanis
/ davidsacks
/ friedberg

Follow the pod:
/ theallinpod
https://linktr.ee/allinpodcast

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

Intro Video Credit:
/ thezacheffect

Referenced in the show:
https://www.washingtonpost.com/busine...
https://www.wsj.com/articles/fed-appr...
https://fred.stlouisfed.org/series/CI...
https://www.ustreasuryyieldcurve.com
https://www.amazon.com/Intelligent-In...
https://chamathreads.substack.com/p/h...
https://www.google.com/finance/quote/...
/ time-to-get-fit-an-open-letter-from-altime...
https://www.freightwaves.com/news/fed...
https://www.theverge.com/2023/1/27/23...
/ 1620466827519496194
/ 1620653106387386368
/ 1620937502248034304
https://www.axios.com/2023/02/01/davi...
https://www.google.com/finance/quote/...
https://hindenburgresearch.com/adani
https://www.bloomberg.com/news/articl...
https://www.sec.gov/rules/proposed/20...
https://www.theatlantic.com/magazine/...

#allin #tech #news