E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

15 hours ago
156

Mar 11, 2023

PRODUCER'S NOTE: the zoom video feed went the way of SVB this week - sorry besties! all charts and graphics are still included.

(0:00) Bestie intro!
(1:57) Overview of the SVB collapse and bank run
(17:53) Who or what is to blame? Debating venture debt
(37:11) Contagion risk, second- and third-order effects, government backstops
(1:00:36) What does this mean for the VC industry? Silicon Valley panic cycle, advice for founders

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

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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://www.fdic.gov/news/press-relea...
https://s201.q4cdn.com/589201576/file...
https://s201.q4cdn.com/589201576/file...
/ 1634260576431136768
https://seekingalpha.com/article/4565...
• E114: Markets update: whipsaw macro p...
https://www.bloomberg.com/news/articl...
https://www.cbsnews.com/news/janet-ye...
/ 1634201986894577665
https://en.wikipedia.org/wiki/Trouble...
https://www.wsj.com/articles/bond-los...
https://dfpi.ca.gov/wp-content/upload...
https://www.google.com/finance/quote/...

#allin #tech #news

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