Podknife - E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move by All-In with Chamath, Jason, Sacks & Friedberg

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E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

Podcast |: All-In with Chamath, Jason, Sacks & Friedberg
Publisher |: Jason Calacanis
Media Type |: audio
Podknife tags |: Business,; Entrepreneurship,; Games & Hobbies,; Poker,; Society & Culture,; Technology
Categories Via RSS |: Business,; Entrepreneurship,; Technology
Publication Date |: Feb 24, 2023
Episode Duration |: 01:31:32

(0:00) Bestie intro: Jason's Japan trip!

(1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more

(23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple

(29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved

(39:05) AI's outsized impact on SaaS and real-world businesses

(55:16) Advice from Steve Jobs on customer-first product development, Section 230 update

(1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position

(1:14:24) Tinfoil hat corner

(1:23:25) Bestie wrap up!

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg