E120: Banking crisis and the great VC reset

<p>(0:00) Bestie intro!</p> <p>(1:35) Recapping the events of the past week</p> <p>(5:39) Understanding the banking crisis</p> <p>(32:55) Solving the global debt problem, righting the ship</p> <p>(54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its growth-stage team</p> <p>(1:08:36) Science corner: Superconductors</p> <p>(1:24:56) DeSantis update, Ukraine spending run rate, bestie wrap!</p> <p>Follow the besties:</p> <p><a href="https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href="https://linktr.ee/calacanis">https://linktr.ee/calacanis</a></p> <p><a href="https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a></p> <p><a href="https://twitter.com/friedberg">https://twitter.com/friedberg</a></p> <p>Follow the pod:</p> <p><a href="https://twitter.com/theallinpod">https://twitter.com/theallinpod</a></p> <p><a href="https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href="https://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href="https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href="https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk"> https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk</a></p> <p><a href="https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e"> https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e</a></p> <p><a href="https://www.wsj.com/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e"> https://www.wsj.com/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e</a></p> <p><a href="https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients"> https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients</a></p> <p><a href="https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr"> https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr</a></p> <p><a href="https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote"> https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote</a></p> <p><a href="https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut"> https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut</a></p> <p><a href="https://www.bbc.com/news/uk-england-london-64968795">https://www.bbc.com/news/uk-england-london-64968795</a></p> <p><a href="https://www.treasurydirect.gov">https://www.treasurydirect.gov</a></p> <p><a href="https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel"> https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel</a></p> <p><a href="https://www.axios.com/2023/03/15/stripe-50-billion">https://www.axios.com/2023/03/15/stripe-50-billion</a></p> <p><a href="https://www.businessinsider.com/sequoia-capital-venture-capital-returns-university-of-california-2023-3"> https://www.businessinsider.com/sequoia-capital-venture-capital-returns-university-of-california-2023-3</a></p> <p><a href="https://www.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade"> https://www.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade</a></p> <p><a href="https://techcrunch.com/2023/03/13/y-combinator-cuts-nearly-20-of-staff-scales-back-growth-stage-investments"> https://techcrunch.com/2023/03/13/y-combinator-cuts-nearly-20-of-staff-scales-back-growth-stage-investments</a></p> <p><a href="https://twitter.com/Jason/status/1633570102326202368">https://twitter.com/Jason/status/1633570102326202368</a></p> <p><a href="https://www.nature.com/articles/s41586-023-05742-0">https://www.nature.com/articles/s41586-023-05742-0</a></p> <p><a href="https://youtu.be/4lE8QWtrEvQ">https://youtu.be/4lE8QWtrEvQ</a></p> <p><a href="https://www.theatlantic.com/ideas/archive/2023/03/desantis-ukraine-pro-russia-position-gop-presidential-nomination/673392"> https://www.theatlantic.com/ideas/archive/2023/03/desantis-ukraine-pro-russia-position-gop-presidential-nomination/673392</a></p>