E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

<p>(0:00) Bestie intro: Jason's Japan trip!</p> <p>(1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more</p> <p>(23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple</p> <p>(29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved</p> <p>(39:05) AI's outsized impact on SaaS and real-world businesses</p> <p>(55:16) Advice from Steve Jobs on customer-first product development, Section 230 update</p> <p>(1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position</p> <p>(1:14:24) Tinfoil hat corner</p> <p>(1:23:25) Bestie wrap up!</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.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors"> https://www.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors</a></p> <p><a href= "https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate"> https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate</a></p> <p><a href= "https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public"> https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public</a></p> <p><a href= "https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9"> https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9</a></p> <p><a href= "https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200">https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200</a></p> <p><a href= "https://twitter.com/tylertringas/status/1627449217294958592">https://twitter.com/tylertringas/status/1627449217294958592</a></p> <p><a href= "https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next"> https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next</a></p> <p><a href= "https://twitter.com/Jason/status/1628851245644644352">https://twitter.com/Jason/status/1628851245644644352</a></p> <p><a href= "https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt"> https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt</a></p> <p><a href= "https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230"> https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230</a></p> <p><a href= "https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine"> https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine</a></p> <p><a href= "https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv"> https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv</a></p> <p><a href= "https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html"> https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html</a></p> <p><a href= "https://twitter.com/nytimes/status/1626984889449959430">https://twitter.com/nytimes/status/1626984889449959430</a></p> <p><a href= "https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html"> https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html</a></p> <p><a href= "https://www.bbc.com/news/world-europe-26079957">https://www.bbc.com/news/world-europe-26079957</a></p> <p><a href= "https://openai.com/blog/how-should-ai-systems-behave">https://openai.com/blog/how-should-ai-systems-behave</a></p>