(1:04) Stripe’s precarious situation: Did it miss the window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more
(23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple
(29:40) VC market update: ZIRP mistakes, VC as a “must-have” asset class for LPs, how the 2021 vintage can be saved
(39:05) AI’s outsized impact on SaaS and real-world businesses
(55:16) Advice from Steve Jobs on customer-first product development, Section 230 update
(1:00:29) Trump’s savvy visit to East Palestine and 2024 strategy, Biden’s visit to Ukraine, China’s position
(1:14:24) Tinfoil hat corner
(1:23:25) Bestie wrap up!
Follow the besties:
Tweets by chamath
https://linktr.ee/calacanis
Tweets by DavidSacks
Tweets by friedberg
Follow the pod:
Tweets by theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
Tweets by Yung_Spielburg
Intro Video Credit:
Tweets by TheZachEffect
Referenced in the show:
https://www.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors
https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate
https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public
https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9
https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200
I think folks are sleeping on one of the biggest and most obvious "zero interest rate phenomena" that's going to get vaporized slowly and then all at once: Andreessen Horowitz
Here's my thesis:
— Tyler Tringas (@tylertringas) February 19, 2023
https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next
Focus on the customer pic.twitter.com/mDRaJRvyJc
— @jason (@Jason) February 23, 2023
https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt
https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230
https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine
https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv
https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html
"You will be held to account."
Vice President Kamala Harris said at the Munich Security Conference on Saturday that the U.S. has formally determined that Russian forces have committed crimes against humanity in Ukraine. https://t.co/94ZMy0gs0S pic.twitter.com/MEZeSaegSH
— The New York Times (@nytimes) February 18, 2023
https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html
https://www.bbc.com/news/world-europe-26079957
https://openai.com/blog/how-should-ai-systems-behave
#allin #tech #news
