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E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

2021/11/13

All-In with Chamath, Jason, Sacks & Friedberg

AI Deep Dive AI Chapters Transcript

People

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。

David Friedberg

美国企业家、商人和天使投资者，创立并领导了The Climate Corporation和The Production Board。

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。

Topics

Chamath Palihapitiya：就Solana项目估值问题，澄清了之前节目中被误解为操纵市场的说法，并解释了他们对Solana的投资以及未来可能出售Solana的计划。他还强调投资者不应盲目跟风，而应根据自身情况和对市场整体情况的判断做出投资决策。 David Sacks：就Solana项目估值问题，他认为Solana和Ethereum之间存在开发者竞争，Solana的交易速度和成本更具优势。他还强调评估加密项目应关注开发者兴趣和可衡量的经济活动，投资者不应依赖他人建议，而应学习如何独立思考并做出投资决策。 David Friedberg：由于对加密市场缺乏深入了解，他选择不投资。他认为投资者在进行投资前，应充分了解相关知识，并对自己的投资负责。 Jason Calacanis：就Rivian估值问题，他认为Rivian的估值过高，并解释了他的估值方法。他还强调投资者应专注于自己擅长的领域，并进行独立研究。他认为公开市场上选择股票通常是亏钱的游戏，除非投资者拥有独特的见解。

Deep Dive

Chapters

The episode begins with a discussion on valuation, transparency, and the intricacies of investing in crypto projects. The hosts address recent controversies, the importance of understanding the market, and the role of developers in driving cryptocurrency value.

The hosts stress the importance of transparency and understanding in crypto investing.
They highlight the impact of developers and developer interest on the value of cryptocurrencies.
The discussion features a critique of speculative assets in contrast to productive ones.
The episode critiques the culture of 'maximalism' where investors are expected never to sell.
The importance of recognizing economic value and developer interest when evaluating crypto projects is emphasized.

Shownotes Transcript

0:00 Bestie intro and Solana Breakpoint talk

4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast

30:45 Rivian's >$100B valuation, greatest CNBC hit of all time

42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it

1:01:34 Xi Jinping becomes China's "Supreme Leader"

1:08:35 GE, Toshiba, and J&J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal

1:24:44 Besties wrap the show

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)