E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

ℹ️ EPISODE INFO

Released

October 22, 2022

Duration

1h 41m

Channel

All-In Podcast

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, corporate misgovernance, super-voting shares (32:53) Macro outlook, Stability AI's $101M fundraise, VC fund metrics (1:05:38) The difficulty of active stock picking and valuing businesses (1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath 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.google.com/finance/quote/SNAP:NYSE https://www.statista.com/statistics/545967/snapchat-app-dau https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value https://twitter.com/elonmusk/status/1520643441994387456 https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256 https://voterguide.sos.ca.gov/propositions/30 https://fred.stlouisfed.org/series/GFDEGDQ188S #allin #tech #news

🎤 SPEAKERS

• Jason Calacanis

  host

• Brad Gerstner

  guest

• Chamath Palihapitiya

  host

• David Friedberg

  host

• Narrator

  other

🧾 EPISODE SUMMARY

In this episode of All-In Podcast, featuring Jason Calacanis and Brad Gerstner, E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more explores kanye, Parler, social media shakeout, venture math, and stock sanity The episode opens with Kanye West’s planned acquisition of Parler and a broader debate about mental health, media ethics, and the fragmentation of social media platforms. The conversation shifts to Snap’s stock collapse, Apple’s ad privacy changes, and what they reveal about social media business models, governance, and overstaffing in big tech. The besties and guest Brad Gerstner then dig into macroeconomics, interest rates, and why the next decade will reward true operating discipline and cash generation. In the back half, they unpack venture capital returns, fund construction, and why most stock pickers and many VCs will underperform simple indexes in a higher-rate world.

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