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All-In with Chamath, Jason, Sacks & Friedberg

E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing

All-In with Chamath, Jason, Sacks & Friedberg

Bestie intro & poker talk
0:00,0
10 min
0:00
2:00
4:00
0:00 30:00 1:00:00
1x

View the State of VC deck here:

rb.gy/wfan6j

Follow the besties:

@chamath

linktr.ee/calacanis

@DavidSacks

@friedberg

Follow the pod:

@theallinpod

linktr.ee/allinpodcast

Intro Music Credit:

rb.gy/tppkzl

@yung_spielburg

Intro Video Credit:

@MikeSylvan

Referenced in the show:

Lifespan by David Sinclair:

rb.gy/etzzmk

Prenuvo:

prenuvo.com

Gumroad Equity Crowdfunding:

republic.co/gumroad

Backstage Equity Crowdfunding:

republic.co/backstage

Show Notes:

0:00 Bestie intro & poker talk

5:49 Fan question: Longevity & Biohacking, Chamath's health regimen

12:54 Fan question: Decentralization, separation of currency & state, will governments fight back against crypto?

22:48 Fan question: Quantum computing's potential impact, why heavy R&D technologies should are better suited for government funding rather than the private sector

33:33 Chamath's thesis behind deep tech investing

37:25 State of VC & how it's changing in terms of demographics, new access to capital, deal size & more

48:49 Trend of founders caring more about individual investors rather than firms, who is well-positioned & who is left out?

55:00 Why growth-stage firms could become less relevant: undifferentiated capital, routing around dilution, brand matters more in the early-stage; how Pipe & Clearbanc are revolutionizing non-dilutive funding

1:04:00 Summarizing the changing landscape of venture capital, how startups can best position themselves in a full lifecycle, innovations in equity crowdfunding, opportunity for entrepreneurs