Chapter
Facebook's Decline in Stock Price
16:21 - 26:52 (10:31)
Facebook has experienced a significant decline in its stock price and is the most affected by Apple's app tracking transparency. Stock prices tend to ebb and flow based on friction or momentum, obscuring what is going on in the company.
Clips
The dual class structure of voting rights in many tech companies limits the influence of common shareholders in decision-making.
16:21 - 18:02 (01:40)
Summary
The dual class structure of voting rights in many tech companies limits the influence of common shareholders in decision-making. This lack of influence can create a power dynamic where shareholders have no say in the direction of the companies they invest in.
ChapterFacebook's Decline in Stock Price
EpisodeE101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Scab allows for advertisers to target individuals with 10,000 attributes instead of 100 attributes, with usage and health of core platforms remaining remarkably sticky.
18:01 - 20:16 (02:14)
Summary
Scab allows for advertisers to target individuals with 10,000 attributes instead of 100 attributes, with usage and health of core platforms remaining remarkably sticky.
ChapterFacebook's Decline in Stock Price
EpisodeE101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Despite the decline in their stock price and the massive impact from Apple's app tracking transparency, Facebook remains overstaffed, with limited evidence that the company has made significant efforts to cut costs to prepare for future competition.
20:16 - 23:42 (03:25)
Summary
Despite the decline in their stock price and the massive impact from Apple's app tracking transparency, Facebook remains overstaffed, with limited evidence that the company has made significant efforts to cut costs to prepare for future competition.
ChapterFacebook's Decline in Stock Price
EpisodeE101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Founders of successful companies often have to make short-term decisions that sacrifice long-term opportunities due to pressure from shareholders to cut costs, pay dividends, buy back stock, and grow rapidly.
23:42 - 25:40 (01:57)
Summary
Founders of successful companies often have to make short-term decisions that sacrifice long-term opportunities due to pressure from shareholders to cut costs, pay dividends, buy back stock, and grow rapidly.
ChapterFacebook's Decline in Stock Price
EpisodeE101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Jason Calacanis discusses the recent headlines about the pushback against super voting control for founders taking companies public and argues that it signifies a new era in corporate governance.
25:40 - 26:52 (01:12)
Summary
Jason Calacanis discusses the recent headlines about the pushback against super voting control for founders taking companies public and argues that it signifies a new era in corporate governance.