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

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