E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more

0:00 Chamath's preferred cosplay <p>1:35 Reflecting on bad investment decisions and markup dynamics</p> <p>15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the underreported key piece, Obama's savvy Russia dealings</p> <p>39:16 Bill Ackman buys the Netflix dip, Tesla and Microsoft crush earnings, the Fed signals rate hikes</p> <p>55:18 Altos Labs raises $3B in the largest Seed round ever, incredible Yamanaka factors breakthrough, dynamics of a richly capitalized bio-moonshot</p> <p>1:04:08 The Stripe Mafia, Bolt CEO punches up, reflecting on old emails</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.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance"> https://www.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance</a></p> <p><a href= "https://twitter.com/DavidSacks/status/1480716684038049796">https://twitter.com/DavidSacks/status/1480716684038049796</a></p> <p><a href= "https://medium.com/@jason/do-the-work-skip-the-party-8f2864560195#724a--share-10-78"> https://medium.com/@jason/do-the-work-skip-the-party-8f2864560195#724a--share-10-78</a></p> <p><a href= "https://www.nytimes.com/2022/01/16/world/europe/russia-ukraine-invasion.html"> https://www.nytimes.com/2022/01/16/world/europe/russia-ukraine-invasion.html</a></p> <p><a href= "https://www.defense.gov/News/Transcripts/Transcript/Article/2910061/pentagon-press-secretary-john-kirby-holds-a-press-briefing"> https://www.defense.gov/News/Transcripts/Transcript/Article/2910061/pentagon-press-secretary-john-kirby-holds-a-press-briefing</a></p> <p><a href= "https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525"> https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525</a></p> <p><a href= "https://www.history.com/news/nato-article-5-meaning-history-world-war-2"> https://www.history.com/news/nato-article-5-meaning-history-world-war-2</a></p> <p><a href= "https://www.latimes.com/opinion/op-ed/la-oe-shifrinson-russia-us-nato-deal--20160530-snap-story.html"> https://www.latimes.com/opinion/op-ed/la-oe-shifrinson-russia-us-nato-deal--20160530-snap-story.html</a></p> <p><a href= "https://www.worldometers.info/gdp/gdp-by-country">https://www.worldometers.info/gdp/gdp-by-country</a></p> <p><a href= "https://www.atlanticcouncil.org/blogs/natosource/obama-does-not-believe-invading-ukraine-or-saving-assad-makes-putin-a-player"> https://www.atlanticcouncil.org/blogs/natosource/obama-does-not-believe-invading-ukraine-or-saving-assad-makes-putin-a-player</a></p> <p><a href= "https://www.euractiv.com/section/global-europe/news/germany-agrees-to-axe-nord-stream-2-if-russia-invades-ukraine"> https://www.euractiv.com/section/global-europe/news/germany-agrees-to-axe-nord-stream-2-if-russia-invades-ukraine</a></p> <p><a href= "https://www.wsj.com/articles/william-ackman-takes-stake-in-netflix-11643236690"> https://www.wsj.com/articles/william-ackman-takes-stake-in-netflix-11643236690</a></p> <p><a href= "https://tesla-cdn.thron.com/static/WIIG2L_TSLA_Q4_2021_Update_O7MYNE.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22tsla-q4-and-fy-2021-update.pdf%22"> https://tesla-cdn.thron.com/static/WIIG2L_TSLA_Q4_2021_Update_O7MYNE.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22tsla-q4-and-fy-2021-update.pdf%22</a></p> <p><a href= "https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2/press-release-webcast"> https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2/press-release-webcast</a></p> <p><a href= "https://www.cnbc.com/2022/01/26/fed-decision-january-2022-.html">https://www.cnbc.com/2022/01/26/fed-decision-january-2022-.html</a></p> <p><a href= "https://www.tcv.com/tcv-insights/netflix-case-study">https://www.tcv.com/tcv-insights/netflix-case-study</a></p> <p><a href= "https://www.cnbc.com/2021/11/16/peloton-files-to-sell-1-billion-in-stock-offering-shares-drop.html"> https://www.cnbc.com/2021/11/16/peloton-files-to-sell-1-billion-in-stock-offering-shares-drop.html</a></p> <p><a href= "https://www.drugdiscoverytrends.com/biotech-altos-labs-emerges-with-3b-in-funding-to-focus-on-cellular-rejuvenation-programming"> https://www.drugdiscoverytrends.com/biotech-altos-labs-emerges-with-3b-in-funding-to-focus-on-cellular-rejuvenation-programming</a></p> <p><a href= "https://www.biorxiv.org/content/10.1101/2022.01.20.477063v1.full.pdf"> https://www.biorxiv.org/content/10.1101/2022.01.20.477063v1.full.pdf</a></p> <p><a href= "https://twitter.com/theryanking/status/1485784823641755648">https://twitter.com/theryanking/status/1485784823641755648</a></p> <p><a href= "https://twitter.com/shaunmmaguire/status/1486082835974811650">https://twitter.com/shaunmmaguire/status/1486082835974811650</a></p> <p><a href= "https://twitter.com/Jason/status/1486113945790214146">https://twitter.com/Jason/status/1486113945790214146</a></p> <p><a href= "https://twitter.com/shaunmmaguire/status/1486114773209006080">https://twitter.com/shaunmmaguire/status/1486114773209006080</a></p> <p><a href= "https://twitter.com/Jason/status/1486121975311339520">https://twitter.com/Jason/status/1486121975311339520</a></p> <p><a href= "https://my.pitchbook.com/profile/107633-08/company/profile#deal-history/102358-00T"> https://my.pitchbook.com/profile/107633-08/company/profile#deal-history/102358-00T</a></p>