E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more

0:00 Bestie intro and poker recap
3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise
17:51 Lessons for founders and investors from the Theranos debacle, bad behavior a sign of the top
26:09 Implications of "The Great Markdown" on public and private markets, confusing FED decisions
45:56 Advice for founders on navigating a downturn
1:00:01 a16z's new mega funds; should they go public? How does that change partner dynamics?

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Intro Music Credit:
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Referenced in the show:
https://www.wsj.com/articles/the-eliz...
https://www.bbc.com/news/technology-5...
https://www.nytimes.com/2022/01/04/te...
https://www.wsj.com/articles/the-ther...
https://www.businessinsider.com/bill-...
https://www.skadden.com/insights/publ...
https://www.cnbc.com/2022/01/05/fed-m...
https://fred.stlouisfed.org/series/T1...
http://www.paulgraham.com/aord.html
https://www.socialcapital.com/annual-...
/ the-burn-multiple
https://www.statista.com/statistics/2...
https://techcrunch.com/2022/01/07/and...

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