E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

<p>0:00 Bestie intros</p> <p>3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact</p> <p>27:59 Metrics that signify a bubble or the top of a market</p> <p>36:46 US macroeconomic picture</p> <p>50:45 FBI raids Mar-a-Lago, Trump back in news</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://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf"> https://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf</a></p> <p><a href= "https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047"> https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047</a></p> <p><a href= "https://cloudedjudgement.substack.com/p/clouded-judgement-81222">https://cloudedjudgement.substack.com/p/clouded-judgement-81222</a></p> <p><a href= "https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801"> https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801</a></p> <p><a href= "https://fred.stlouisfed.org/series/FIXHAI">https://fred.stlouisfed.org/series/FIXHAI</a></p> <p><a href= "https://www.newyorkfed.org/microeconomics/hhdc">https://www.newyorkfed.org/microeconomics/hhdc</a></p> <p><a href= "https://twitter.com/AndrewYang/status/1556987104219090945">https://twitter.com/AndrewYang/status/1556987104219090945</a></p> <p><a href= "https://twitter.com/andrewcuomo/status/1556990308424028163">https://twitter.com/andrewcuomo/status/1556990308424028163</a></p> <p><a href= "https://twitter.com/elonmusk/status/1546669610509799424">https://twitter.com/elonmusk/status/1546669610509799424</a></p> <p><a href= "https://twitter.com/michaeljburry/status/1557934401505308672">https://twitter.com/michaeljburry/status/1557934401505308672</a></p>