0:00 Bestie intros

3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact

27:59 Metrics that signify a bubble or the top of a market

36:46 US macroeconomic picture

50:45 FBI raids Mar-a-Lago, Trump back in news

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

Referenced in the show:

https://cloudedjudgement.substack.com/p/clouded-judgement-81222

https://www.newyorkfed.org/microeconomics/hhdc

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

All-In with Chamath, Jason, Sacks & Friedberg