E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

<p>0:00 Bestie intros</p> <p>4:09 Assessing SBF bailing out major crypto players & the state of the market</p> <p>18:24 Classifying crypto assets, high-yield crypto lending</p> <p>34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech</p> <p>1:01:24 Buyout targets, public market "regime change"</p> <p>1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war?</p> <p>1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application</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.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404"> https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404</a></p> <p><a href= "https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html"> https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html</a></p> <p><a href= "https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/"> https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/</a></p> <p><a href= "https://twitter.com/ForbesCrypto/status/1541893168152690690">https://twitter.com/ForbesCrypto/status/1541893168152690690</a></p> <p><a href= "https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/"> https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/</a></p> <p><a href= "https://twitter.com/DavidSacks/status/1540732780501381121">https://twitter.com/DavidSacks/status/1540732780501381121</a></p> <p><a href= "https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239"> https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239</a></p> <p><a href= "https://www.coinbase.com/price/bitcoin">https://www.coinbase.com/price/bitcoin</a></p> <p><a href= "https://www.coinbase.com/price/ethereum">https://www.coinbase.com/price/ethereum</a></p> <p><a href= "https://www.blockchaincenter.net/en/altcoin-season-index/">https://www.blockchaincenter.net/en/altcoin-season-index/</a></p> <p><a href= "https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition"> https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition</a></p> <p><a href= "https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/"> https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/</a></p> <p><a href= "https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx"> https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx</a></p> <p><a href= "https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-First-Quarter-2022-Results/default.aspx"> https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-First-Quarter-2022-Results/default.aspx</a></p> <p><a href= "https://cloudedjudgement.substack.com/p/clouded-judgement-62422">https://cloudedjudgement.substack.com/p/clouded-judgement-62422</a></p> <p><a href= "https://techcrunch.com/2022/02/25/zendesk-terminates-4-1b-surveymonkey-acquisition-after-its-own-investors-reject-deal/"> https://techcrunch.com/2022/02/25/zendesk-terminates-4-1b-surveymonkey-acquisition-after-its-own-investors-reject-deal/</a></p> <p><a href= "https://www.google.com/finance/quote/CRM:NYSE">https://www.google.com/finance/quote/CRM:NYSE</a></p> <p><a href= "https://www.google.com/finance/quote/WDAY:NASDAQ">https://www.google.com/finance/quote/WDAY:NASDAQ</a></p> <p><a href= "https://www.google.com/finance/quote/NOW:NYSE">https://www.google.com/finance/quote/NOW:NYSE</a></p> <p><a href= "https://www.issgovernance.com/library/resurgence-of-evergreen-features-in-ipo-equity-plans-restrict-investor-say/"> https://www.issgovernance.com/library/resurgence-of-evergreen-features-in-ipo-equity-plans-restrict-investor-say/</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2022-06-25/jana-partners-pulls-zendesk-proxy-fight-after-9-5-billion-deal"> https://www.bloomberg.com/news/articles/2022-06-25/jana-partners-pulls-zendesk-proxy-fight-after-9-5-billion-deal</a></p> <p><a href= "https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf"> https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf</a></p> <p><a href= "https://investor.onepeloton.com/node/9271/html">https://investor.onepeloton.com/node/9271/html</a></p> <p><a href= "https://investors.buzzfeed.com/node/7426/html">https://investors.buzzfeed.com/node/7426/html</a></p> <p><a href= "https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9">https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9</a></p> <p><a href= "https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/"> https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/</a></p> <p><a href= "https://twitter.com/missy_ryan/status/1537944064703619074">https://twitter.com/missy_ryan/status/1537944064703619074</a></p> <p><a href= "https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/"> https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/</a></p> <p><a href= "https://www.reuters.com/markets/stocks/putin-warns-russia-will-act-if-nato-crosses-its-red-lines-ukraine-2021-11-30/"> https://www.reuters.com/markets/stocks/putin-warns-russia-will-act-if-nato-crosses-its-red-lines-ukraine-2021-11-30/</a></p> <p><a href= "https://theconversation.com/ukraine-war-follows-decades-of-warnings-that-nato-expansion-into-eastern-europe-could-provoke-russia-177999"> https://theconversation.com/ukraine-war-follows-decades-of-warnings-that-nato-expansion-into-eastern-europe-could-provoke-russia-177999</a></p> <p><a href= "https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html"> https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html</a></p> <p><a href= "https://abcnews.go.com/amp/US/wireStory/us-officials-land-solomons-discuss-china-pact-concerns-84238211"> https://abcnews.go.com/amp/US/wireStory/us-officials-land-solomons-discuss-china-pact-concerns-84238211</a></p> <p><a href= "https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html"> https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html</a></p> <p><a href= "https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/"> https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/</a></p> <p><a href= "https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5"> https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5</a></p> <p><a href= "https://news.yahoo.com/blinken-says-no-change-nato-193615967.html"> https://news.yahoo.com/blinken-says-no-change-nato-193615967.html</a></p> <p><a href= "https://www.scmp.com/news/china/diplomacy/article/3182517/does-chinas-demotion-its-deputy-foreign-minister-signal"> https://www.scmp.com/news/china/diplomacy/article/3182517/does-chinas-demotion-its-deputy-foreign-minister-signal</a></p> <p><a href= "https://www.science.org/doi/10.1126/science.abm9326">https://www.science.org/doi/10.1126/science.abm9326</a></p> <p>All-In E79 on RvW leaked draft: <a href= "https://youtu.be/qH696z3ml1Q">https://youtu.be/qH696z3ml1Q</a></p>