All-In with Chamath, Jason, Sacks & Friedberg: E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
6/30/22 - Episode Page
0:00 Bestie intros
4:09 Assessing SBF bailing out major crypto players & the state of the market
18:24 Classifying crypto assets, high-yield crypto lending
34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech
1:01:24 Buyout targets, public market "regime change"
1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war?
1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application
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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404
https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html
https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/
https://twitter.com/ForbesCrypto/status/1541893168152690690
https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/
https://twitter.com/DavidSacks/status/1540732780501381121
https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239
https://www.coinbase.com/price/bitcoin
https://www.coinbase.com/price/ethereum
https://www.blockchaincenter.net/en/altcoin-season-index/
https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition
https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/
https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx
https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-First-Quarter-2022-Results/default.aspx
https://cloudedjudgement.substack.com/p/clouded-judgement-62422
https://techcrunch.com/2022/02/25/zendesk-terminates-4-1b-surveymonkey-acquisition-after-its-own-investors-reject-deal/
https://www.google.com/finance/quote/CRM:NYSE
https://www.google.com/finance/quote/WDAY:NASDAQ
https://www.google.com/finance/quote/NOW:NYSE
https://www.issgovernance.com/library/resurgence-of-evergreen-features-in-ipo-equity-plans-restrict-investor-say/
https://www.bloomberg.com/news/articles/2022-06-25/jana-partners-pulls-zendesk-proxy-fight-after-9-5-billion-deal
https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf
https://investor.onepeloton.com/node/9271/html
https://investors.buzzfeed.com/node/7426/html
https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9
https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/
https://twitter.com/missy_ryan/status/1537944064703619074
https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/
https://www.reuters.com/markets/stocks/putin-warns-russia-will-act-if-nato-crosses-its-red-lines-ukraine-2021-11-30/
https://theconversation.com/ukraine-war-follows-decades-of-warnings-that-nato-expansion-into-eastern-europe-could-provoke-russia-177999
https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html
https://abcnews.go.com/amp/US/wireStory/us-officials-land-solomons-discuss-china-pact-concerns-84238211
https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html
https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/
https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5
https://news.yahoo.com/blinken-says-no-change-nato-193615967.html
https://www.scmp.com/news/china/diplomacy/article/3182517/does-chinas-demotion-its-deputy-foreign-minister-signal
https://www.science.org/doi/10.1126/science.abm9326
All-In E79 on RvW leaked draft: https://youtu.be/qH696z3ml1Q