E97: SPAC updates, public/private market overview, Putin's end game & more
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0:00 Bestie intros!

1:03 SPAC updates, state of the public/private markets

20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom?

31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict

50:45 Government-heavy climate plans, Dilbert/ESG backlash

1:01:20 Poker plans, chess cheating scandal

Follow the besties:

https://twitter.com/chamath)

https://linktr.ee/calacanis)

https://twitter.com/DavidSacks)

https://twitter.com/friedberg)

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/AODfsBMGzGQ)

https://twitter.com/chamath/status/1461453308623659010)

https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021)

https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor)

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund)

https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html)

https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/)

https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html)

https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999)

https://www.brown.edu/news/2021-09-01/costsofwar)

https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766)

https://twitter.com/UncommonYield/status/1572743593508638722)

https://twitter.com/Jason/status/1572399621389062145)