E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more

0:00 Chamath's preferred cosplay
1:35 Reflecting on prior investment decisions and markup dynamics
15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the underreported key piece, Obama's savvy Russia dealings
39:16 Bill Ackman buys the Netflix dip, Tesla and Microsoft crush earnings, the Fed signals rate hikes
55:18 Altos Labs raises $3B in the largest Seed round ever, incredible Yamanaka factors breakthrough, dynamics of a richly capitalized bio-moonshot
1:04:08 The Stripe Mafia, Bolt CEO punches up, reflecting on old emails

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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
https://www.bloomberg.com/opinion/art...
/ 1480716684038049796
https://medium.com/@jason/do-the-work...
https://www.nytimes.com/2022/01/16/wo...
https://www.defense.gov/News/Transcri...
https://www.theatlantic.com/magazine/...
https://www.history.com/news/nato-art...
https://www.latimes.com/opinion/op-ed...
https://www.worldometers.info/gdp/gdp...
https://www.atlanticcouncil.org/blogs...
https://www.euractiv.com/section/glob...
https://www.wsj.com/articles/william-...
https://tesla-cdn.thron.com/static/WI...
https://www.microsoft.com/en-us/Inves...
https://www.cnbc.com/2022/01/26/fed-d...
https://www.tcv.com/tcv-insights/netf...
https://www.cnbc.com/2021/11/16/pelot...
https://www.drugdiscoverytrends.com/b...
https://www.biorxiv.org/content/10.11...
/ 1485784823641755648
/ 1486082835974811650
/ 1486113945790214146
/ 1486114773209006080
/ 1486121975311339520
https://my.pitchbook.com/profile/1076...

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