E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more

The All-In Podcast episode features Jason Calacanis, Chamath Palihapitiya, David Friedberg, and David Sacks discussing a range of topics including market volatility, investment strategies, and geopolitical issues such as the Russia-Ukraine conflict. They delve into the emotional aspects of investing, the importance of distinguishing between trades and long-term investments, and the challenges venture firms face in marking down valuations. The conversation shifts to the Russia-Ukraine situation, exploring historical context, potential motivations, and possible resolutions, including the role of NATO and economic sanctions. The hosts also analyze recent financial news, including the FOMC meeting, interest rate hikes, and the performance of major companies like Tesla and Microsoft, while also touching upon supply chain issues and potential economic impacts. Finally, they discuss Altos Labs' $3 billion investment in cellular reprogramming for age reversal and debate the merits of such large-scale funding, before concluding with a discussion of the Bolt and Stripe controversy, analyzing the PR strategies and investment decisions involved.