Chapter
Silver Lake and Larry Ellison's Investments in Airbnb and Tesla
45:38 - 49:55 (04:17)
Silver Lake's $1 billion debt deal with Airbnb earlier this year has turned into $1.4 billion worth of warrants, while Larry Ellison's $1 billion investment in Tesla less than two years ago is now worth over $10 billion.
Clips
Silverlake's massive debt deal into Airbnb and their investment in Slack are reminiscent of Warren Buffet's investment strategy.
45:38 - 47:24 (01:45)
Summary
Silverlake's massive debt deal into Airbnb and their investment in Slack are reminiscent of Warren Buffet's investment strategy. The prevention of churn and value that Slack brings to businesses will make it more important than Salesforce in the long run.
ChapterSilver Lake and Larry Ellison's Investments in Airbnb and Tesla
EpisodeE15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Silverlake turned a billion dollars of debt into a $4 billion investment on Airbnb within six months, and Bill Ackman made a $27 million insurance instrument into 2.6 billion of returns for his fund by buying an S&P put and credit default insurance on a strip of debt.
47:24 - 48:32 (01:07)
Summary
Silverlake turned a billion dollars of debt into a $4 billion investment on Airbnb within six months, and Bill Ackman made a $27 million insurance instrument into 2.6 billion of returns for his fund by buying an S&P put and credit default insurance on a strip of debt.
ChapterSilver Lake and Larry Ellison's Investments in Airbnb and Tesla
EpisodeE15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Larry Ellison's $1 billion investment in Tesla less than two years ago is now worth over $10 billion, with his initial investment of $27 million turning into $2.6 billion in just 60-90 days.
48:32 - 49:55 (01:22)
Summary
Larry Ellison's $1 billion investment in Tesla less than two years ago is now worth over $10 billion, with his initial investment of $27 million turning into $2.6 billion in just 60-90 days. This big bet on Tesla paid off despite the naysayers, proving the power of betting big during uncertain times.