E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

Sep 22, 2023

(0:00) Bestie intros!
(3:05) GOP Primary update: polling, acceptable candidates, tentpole issues
(11:56) All-In Summit 2023 recap
(24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short?
(42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward
(50:45) Breaking down Instacart and Klaviyo's businesses
(1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns
(1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy?
(1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases

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Intro Music Credit:
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Intro Video Credit:
/ thezacheffect

Referenced in the show:
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• All-In Summit: In conversation with G...
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https://stockanalysis.com/ipos/statis...
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https://www.axios.com/2023/09/19/inst...
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https://influencermarketinghub.com/am...
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https://www.saastr.com/5-interesting-...
/ 1078755080478715904
https://i.insider.com/4dd4d1cf4bd7c8c...
/ 1703492397739516068
https://www.cnbc.com/2023/09/20/fed-r...
https://tradingeconomics.com/commodit...
https://kalshi.com/markets/fed/fed-in...
https://www.popularmechanics.com/cars...
https://hellometer.io
https://www.nature.com/articles/s4155...

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