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All-In PodcastAll-In Podcast

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

Chamath Palihapitiya on Crypto valuations, Rivian’s bubble, and inflation’s dangerous new reality.

Chamath PalihapitiyahostJason CalacanishostDavid SackshostDavid FriedberghostGuestguestGuestguestGuestguest
Nov 13, 20211h 32mWatch on YouTube ↗

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Episode Details

EPISODE INFO

Released
November 13, 2021
Duration
1h 32m
Channel
All-In Podcast
Watch on YouTube
▶ Open ↗

EPISODE DESCRIPTION

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 inflation 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 Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959 https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1 https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1 https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224 https://twitter.com/Sen_JoeManchin/status/1458443966135902221 https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312 https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html https://www.wsj.com/articles/toshiba-like-ge-plans-to-split-into-three-parts-11636700609?st=e6zgv5yq433lvr3&reflink=article_imessage_share https://investor.pypl.com/news-and-events/news-details/2021/Response-to-Market-Rumors-of-Discussions-Between-PayPal-and-Pinterest/default.aspx https://www.marketwatch.com/story/apple-spent-nearly-20-billion-on-stock-buybacks-in-q4-at-average-prices-below-the-vwap-2021-10-29 https://www.nasdaq.com/articles/which-companies-spend-the-most-in-research-and-development-rd-2021-06-21 #allin #tech #news

SPEAKERS

  • Chamath Palihapitiya

    host
  • Jason Calacanis

    host
  • David Sacks

    host
  • Narrator

    other
  • David Friedberg

    host
  • Guest

    guest
  • Guest

    guest
  • Guest

    guest

EPISODE SUMMARY

In this episode of All-In Podcast, featuring Chamath Palihapitiya and Jason Calacanis, E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more explores Crypto valuations, Rivian’s bubble, and inflation’s dangerous new reality The hosts dissect their involvement with Solana, rebutting online accusations of a coordinated pump-and-dump while explaining how venture distributions, deep liquidity, and OTC trades actually work. They broaden the conversation into how to evaluate crypto projects, emphasizing developer adoption, real economic utility, and personal risk management rather than chasing tips or tribal narratives.

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