E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
All-In
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg 1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies 21:52 Capital allocators at fault, how...
0:00
Key Smash Notes In This Episode
No segments available for this episode yet.