Chapter
Venture Capital Firms Now Investing More in Public Underpriced Tech Stocks, Says Sachs Chamath
1:19:06 - 1:27:17 (08:10)
Venture capital firms like Sequoia and Excel are changing their status and investing more in public, underpriced tech stocks rather than late stage, private companies. This shift is due to the higher margin business and new challenges that arise with advertising revenue, creating a different model for operating that hasn't existed for the last decade.
Clips
The advertising revenue in a high margin business is expected to be affected while their cloud platform and media consumption platform are less affected.
1:19:06 - 1:21:54 (02:47)
Summary
The advertising revenue in a high margin business is expected to be affected while their cloud platform and media consumption platform are less affected. This has led to a different model of operations in companies such as Microsoft and Google, who have experienced extraordinary growth over the past decade with extensive hiring practices.
ChapterVenture Capital Firms Now Investing More in Public Underpriced Tech Stocks, Says Sachs Chamath
EpisodeE100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Venture capital firms, such as Sequoia and Excel, have shown interest in public underpriced tech and growth stocks over late-stage private companies.
1:21:54 - 1:24:46 (02:52)
Summary
Venture capital firms, such as Sequoia and Excel, have shown interest in public underpriced tech and growth stocks over late-stage private companies. This shift marks organized capital's finding of a bottom amidst market negativity.
ChapterVenture Capital Firms Now Investing More in Public Underpriced Tech Stocks, Says Sachs Chamath
EpisodeE100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The economic news is bleak with the cost of servicing US debt becoming more significant.
1:24:46 - 1:26:34 (01:47)
Summary
The economic news is bleak with the cost of servicing US debt becoming more significant. Interest rates are expected to hit 4-5% within the first quarter, adding pressure to the already bad report on the economy.
ChapterVenture Capital Firms Now Investing More in Public Underpriced Tech Stocks, Says Sachs Chamath
EpisodeE100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Tom Friedman, a known hawk, warns about taking on China and Russia simultaneously amid the current economic crisis.
1:26:34 - 1:27:17 (00:42)
Summary
Tom Friedman, a known hawk, warns about taking on China and Russia simultaneously amid the current economic crisis. He hopes the current saber-rattling will not prolong to become new forever wars.