Podknife - E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles by All-In with Chamath, Jason, Sacks & Friedberg

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E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles

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 |: May 23, 2022
Episode Duration |: 00:51:32

This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn

12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality

24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions

33:52 Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses

47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg