Chapter
The Exit of Investors from a Hedge Fund
58:09 - 1:03:04 (04:55)
After an announcement from a hedge fund about their decisions on the allocation of spendable funds, some investors left the fund, resulting in substantial market losses.
Clips
Alphabet spent 1/10th of what Meta spent on their other bets category, relative to their top line revenue earned in the last quarter.
58:09 - 59:25 (01:15)
Summary
Alphabet spent 1/10th of what Meta spent on their other bets category, relative to their top line revenue earned in the last quarter. The disparity in spending may be contributing to the difficulties experienced by Meta, even if their direction is correct.
ChapterThe Exit of Investors from a Hedge Fund
EpisodeE102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speakers discuss a potential sponsorship from a long-standing product and raise questions about its authenticity and effectiveness.
59:25 - 59:47 (00:21)
Summary
The speakers discuss a potential sponsorship from a long-standing product and raise questions about its authenticity and effectiveness.
ChapterThe Exit of Investors from a Hedge Fund
EpisodeE102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The sudden drop in the stock market was due to investors leaving the market due to lack of explanation on how the companies want to allocate the spend and no incremental progress to justify the spending.
59:47 - 1:03:04 (03:17)
Summary
The sudden drop in the stock market was due to investors leaving the market due to lack of explanation on how the companies want to allocate the spend and no incremental progress to justify the spending.