YouTube11 Aug 2023
1h 35m

E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner

Podcast cover

All-In Podcast

The All-In Podcast episode 141 features Jason Calacanis, David Friedberg, David Sacks, Bill Gurley, and Brad Gerstner discussing a range of topics, including Friedberg's recent haircut experience and the whereabouts of Chamath Palihapitiya. The conversation transitions to career advice, favorite biographies, and book recommendations. The group analyzes the VC market, dry powder dynamics, and the potential for a one-to-two-year period of distress for companies that raised capital in 2020 and 2021. They also discuss the IPO market, the impact of Lena Khan's antitrust policies, and the complexities of unicorn cap structures. The episode concludes with a discussion on global warming, economic indicators, and the challenges of government and private debt, ending with anecdotes about the podcast's success and influence.

Outlines

Part 1: Podcast Intro and Career Reflections

Part 2: VC Market Analysis

Part 3: Macroeconomic Indicators and Closing

Sign in to continue reading, translating and more.

Open full episode in Podwise