E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
01:41:05 Share

(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons!

(2:02) Ye's current situation and acquisition of Parler

(14:17) Snap drops ~30%, corporate misgovernance, super-voting shares

(32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics

(1:05:38) The difficulty of active stock picking and valuing businesses

(1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath

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)

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Intro Music Credit:

https://rb.gy/tppkzl)

https://twitter.com/yung_spielburg)

Intro Video Credit:

https://twitter.com/TheZachEffect)

Referenced in the show:

https://www.google.com/finance/quote/SNAP:NYSE)

https://www.statista.com/statistics/545967/snapchat-app-dau)

https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts)

https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value)

https://twitter.com/elonmusk/status/1520643441994387456)

https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256)

https://voterguide.sos.ca.gov/propositions/30)

https://fred.stlouisfed.org/series/GFDEGDQ188S)