Podcast episode
(0:00) Bestie intros! (1:03) SPAC updates, state of the public/private markets (20:26) US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom? (31:14) Risks of backing Putin into a corner, Russia's end game, conditions for conflict (50:45) Government...

(0:00) Bestie intros!
(1:03) SPAC updates, state of the public/private markets
(20:26) US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom?
(31:14) Risks of backing Putin into a corner, Russia's end game, conditions for conflict
(50:45) Government-heavy climate plans, Dilbert/ESG backlash
(1:01:20) Poker plans, chess cheating scandal
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://youtu.be/AODfsBMGzGQ
https://twitter.com/chamath/status/1461453308623659010
https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021
https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor
https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund
https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html
https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/ 
https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html
https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999
https://www.brown.edu/news/2021-09-01/costsofwar
https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766
https://twitter.com/UncommonYield/status/1572743593508638722
https://twitter.com/Jason/status/1572399621389062145

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