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E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
2023/6/24
All-In with Chamath, Jason, Sacks & Friedberg
B
Brad Gerstner
C
Chamath Palihapitiya
以深刻的投资见解和社会资本主义理念而闻名的风险投资家和企业家。
D
David Sacks
一位在房地产法和技术政策领域都有影响力的律师和学者。
Brad Gerstner：投资界对科技公司现状的看法趋于冷静，不再盲目乐观。对亏损的科技公司，投资人不再无限注资，要求公司实现盈利或控制成本。
David Sacks：过去一年，软件公司销售额受到冲击，增长困难，融资环境收紧。美联储的政策对企业支出行为和心理产生了显著影响。
Deep Dive
The discussion revolves around the changing atmosphere at banking conferences, from the hype around SBF to the sobering realities of the current market.
- SBF was the center of attention at past conferences, but the mood has shifted to a more realistic assessment of market conditions.
- Founders are being advised to focus on profitability and sustainability rather than chasing unrealistic valuations.
- The Fed's actions are influencing buying behavior and company outlooks, leading to a more cautious market environment.
Shownotes Transcript