(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons!

(2:02) Ye's current situation and acquisition of Parler

(14:17) Snap drops ~30%, corporate misgovernance, super-voting shares

(32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics

(1:05:38) The difficulty of active stock picking and valuing businesses

(1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath

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Referenced in the show:

https://www.google.com/finance/quote/SNAP:NYSE

https://www.statista.com/statistics/545967/snapchat-app-dau

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

All-In with Chamath, Jason, Sacks & Friedberg