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cover of episode E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more

E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more

2022/8/20
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
Dave Friedberg
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
Dave Friedberg：播客录制已成为一种责任，四位主持人的观点和期望存在差异，导致摩擦和争执。他们需要找到共同点，更好地合作。 Chamath Palihapitiya：尽管他们之间存在分歧和争论，但他们仍然是朋友，并且会继续制作节目，因为他们重视彼此的友谊和节目的成功。

Deep Dive

Chapters
The discussion revolves around Adam Neumann's ability to secure substantial funding for his new real estate venture, Flow, despite his controversial past with WeWork. The hosts debate the merits and risks of investing in second-time founders, particularly those with a history of high-profile failures.
  • Adam Neumann raised $350M from a16z for his new startup, Flow.
  • Flow aims to create residential apartments with a community-focused approach.
  • Neumann's past with WeWork, a co-working space company, was both successful and controversial.
  • Investors are often willing to back repeat founders if they show promise and credibility.
  • The venture capital model sometimes favors large, audacious bets like Neumann's.

Shownotes Transcript

0:00 Bestie intro plus a new moderator!

7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow

25:32 Housing policy: Bay Area, Houston, Miami differences

45:41 China, Saudi Arabia, Russia increase relations: should the US be worried?

1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more

1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-up

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.nytimes.com/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html)

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

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

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

https://a16z.com/2020/04/18/its-time-to-build)

https://www.bloomberg.com/news/articles/2022-08-05/vc-marc-andreessen-opposes-plan-for-multi-family-atherton-housing)

https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023)

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541)

https://www.wsj.com/articles/china-to-join-russia-military-exercises-as-u-s-rivals-deepen-ties-11660755790)

https://www.reuters.com/markets/europe/saudi-pif-buys-shares-alphabet-zoom-microsoft-us-shopping-spree-2022-08-16)

https://www.foreignaffairs.com/ukraine/playing-fire-ukraine)

https://www.cbo.gov/system/files/2022-08/hr5376_IR_Act_8-3-22.pdf)

https://www.weforum.org/agenda/2022/02/what-a-carbon-tax-can-do-and-why-it-cannot-do-it-all)

https://www.realclearinvestigations.com/articles/2022/08/18/fbi_unit_leading_mar-a-lago_probe_previously_led_russiagate_hoax_848582.html)