E97: SPAC updates, public/private market overview, Putin's end game & more

<p>0:00 Bestie intros!</p> <p>1:03 SPAC updates, state of the public/private markets</p> <p>20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom?</p> <p>31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict</p> <p>50:45 Government-heavy climate plans, Dilbert/ESG backlash</p> <p>1:01:20 Poker plans, chess cheating scandal</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://youtu.be/AODfsBMGzGQ">https://youtu.be/AODfsBMGzGQ</a></p> <p><a href= "https://twitter.com/chamath/status/1461453308623659010">https://twitter.com/chamath/status/1461453308623659010</a></p> <p><a href= "https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021"> https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021</a></p> <p><a href= "https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor"> https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor</a></p> <p><a href= "https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund"> https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund</a></p> <p><a href= "https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html"> https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html</a></p> <p><a href= "https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/"> https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/</a></p> <p><a href= "https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html"> https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html</a></p> <p><a href= "https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999"> https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999</a></p> <p><a href= "https://www.brown.edu/news/2021-09-01/costsofwar">https://www.brown.edu/news/2021-09-01/costsofwar</a></p> <p><a href= "https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766"> https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766</a></p> <p><a href= "https://twitter.com/UncommonYield/status/1572743593508638722">https://twitter.com/UncommonYield/status/1572743593508638722</a></p> <p><a href= "https://twitter.com/Jason/status/1572399621389062145">https://twitter.com/Jason/status/1572399621389062145</a></p>