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cover of episode E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more

E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more

2022/4/9
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg
AI Deep Dive AI Chapters Transcript
People
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 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。
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。
J
Jason Calacanis
一位多才多艺的美国互联网企业家、天使投资人和播客主持人，投资过多家知名初创公司，并主持多个影响广泛的播客节目。
Topics
Chamath Palihapitiya：科技行业正在经历大规模收缩，许多公司正在裁员甚至倒闭。这主要是由于美联储的激进货币政策导致的资金紧缩。他建议科技公司应该为未来18个月内融资困难做好准备，并专注于控制成本，平衡资产负债表。 David Sacks：Fast公司的倒闭是一个警示案例，它凸显了快速增长的公司需要密切关注融资环境变化，并在必要时及时控制成本。他认为，如果Fast公司在几个月前就采取措施控制成本，本可以避免倒闭。他还强调了尽职调查的重要性，并指出在过去几年中，尽职调查的质量有所下降。 Jason Calacanis：他认为，公司裁员不应受到谴责，但应该对那些挥霍资金的受托人进行问责。他还批评了对失败公司的嘲讽，认为这会阻碍资本对新风险投资的支持。 David Friedberg：他认为，风险投资公司对公司治理的关注不足，导致许多公司未能有效控制成本和风险。他指出，许多风险投资公司更关注于自身资产的管理，而不是对所投资公司的实际运营进行有效的监督和指导。

Deep Dive

Chapters
The episode begins with Jason discussing his eventful night out, followed by introductions of the podcast hosts. They also provide updates on the All-In Summit, highlighting speaker lineups and themed parties planned for the event.
  • Jason shares personal anecdotes about his night out.
  • The All-In Summit is sold out, featuring a variety of speakers and themed parties.
  • Discussions on the importance of addressing global issues at the summit.

Shownotes Transcript

0:00 Jason's big night out, bestie intros, All-In Summit update and more

8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro- overview for startups

14:09 Preventing layoffs, culpability in Fast's shutdown, VC diligence strategy, VC/founder model

41:51 Elon buys a 9% stake in Twitter and joins the board: what does this mean for Twitter, free speech online, evolution of deplatforming

1:03:24 Food shortage update, ideal US objectives going forward

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://www.theinformation.com/articles/live-fast-die-young-behind-the-fall-of-a-one-click-wonder)

https://techcrunch.com/2022/04/08/better-com-cto-steps-down-agrees-to-voluntary-separation-in-wake-of-mass-layoffs)

https://techcrunch.com/2022/04/06/better-com-offering-employees-60-days-severance-losing-tens-of-millions-per-month-per-sources)

https://www.theinformation.com/articles/gopuff-plans-hundreds-of-layoffs-to-cut-40-million-in-costs)

https://articles.sequoiacap.com/rip-good-times)

https://sacks.substack.com/p/the-saas-board-meeting)

https://medium.com/craft-ventures/blitzfail-how-not-to-go-off-the-rails-24ccaf92c410)

https://www.bloomberg.com/news/articles/2022-04-04/musk-takes-9-2-stake-in-twitter-after-questioning-platform)

https://twitter.com/paraga/status/1511320953598357505)

https://twitter.com/jack/status/1511329369473564677)

https://twitter.com/elonmusk/status/1507259709224632344)

https://twitter.com/micsolana/status/1511360061670662149)

https://twitter.com/micsolana/status/1511674851202945024)

https://www.cnn.com/2022/04/06/tech/pinterest-climate-change-misinformation-policy/index.html)

https://gro-intelligence.com/insights/gro-predicts-us-corn-stocks-will-drop-sharply-in-2022-23)

https://www.theamericanconservative.com/articles/the-state-department-failed-to-prevent-the-war-will-it-now-prevent-the-peace)