E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
March 3, 2023
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1:56:25Now PlayingE118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
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as posted by the channel(0:00) Bestie intros!
(6:47) The VC FOMO frenzy in AI
(25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs
(37:23) Macro update: inflation not done, weaker earnings, interest rates
(52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom
(1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China
(1:34:33) Ukraine update: China's peace proposal, US strategy
(1:46:34) Harvard legacy admissions, Draymond Green on Black History Month
(1:50:01) Stripe chart errata, bestie wrap!
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