All-In PodcastE120: Banking crisis and the great VC reset
Episode Details
EPISODE INFO
- Released
- March 17, 2023
- Duration
- 1h 30m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Bestie intro! (1:35) Recapping the events of the past week (5:39) Understanding the banking crisis (32:55) Solving the global debt problem, righting the ship (54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its growth-stage team (1:08:36) Science corner: Superconductors (1:24:56) DeSantis update, Ukraine spending run rate, bestie wrap! 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://seekingalpha.com/article/4565388-svb-financial-blow-up-risk https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e https://www.wsj.com/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut https://www.bbc.com/news/uk-england-london-64968795 https://www.treasurydirect.gov https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel https://www.axios.com/2023/03/15/stripe-50-billion https://www.businessinsider.com/sequoia-capital-venture-capital-returns-university-of-california-2023-3 https://www.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade https://techcrunch.com/2023/03/13/y-combinator-cuts-nearly-20-of-staff-scales-back-growth-stage-investments https://twitter.com/Jason/status/1633570102326202368 https://www.nature.com/articles/s41586-023-05742-0 https://youtu.be/4lE8QWtrEvQ https://www.theatlantic.com/ideas/archive/2023/03/desantis-ukraine-pro-russia-position-gop-presidential-nomination/673392 #allin #tech #news
SPEAKERS
Jason Calacanis
hostChamath Palihapitiya
hostDavid Friedberg
host
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and Chamath Palihapitiya, E120: Banking crisis and the great VC reset explores banking Turmoil, Fed Blunders, And The Great Venture Capital Reset The episode dissects the unfolding regional and global banking crisis following the Silicon Valley Bank (SVB) collapse, arguing it stems primarily from rapid Fed rate hikes exposing duration mismatches and supervisory failures—not from panicky venture capitalists. The besties walk through a detailed timeline of bank failures, critique regulators, the Fed, and political spending, and explore how new Fed backstops effectively kick systemic risk one year down the road. They then pivot to the “great VC reset,” covering fund write-downs, fund-size cuts, and late‑stage pullbacks, while noting that lower valuations plus powerful AI and hard-tech waves may make current vintages more attractive than 2021. The show closes with a deep “science corner” on room‑temperature superconductors, their massive potential impact on energy, computing, and infrastructure, and the controversy around the latest high‑profile research claim.
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