All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
3 episodes
Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions
- Anthropic's IPO, led by Goldman Sachs and Morgan Stanley and targeting November 16, could raise about $100bn and price near $1.5tn, according to Chamath Palihapitiya.
- David Sacks says Anthropic may produce the biggest venture outcome ever, citing about 85% gross margins and a reported $80bn loss he calls a non-cash convertible-note effect.
30 Oct · 1 h 26 min
WHOOP CEO, Will Ahmed: 50B Hours of Health Data, a 4 Million Member Data Moat, & the FDA Fight
- Whoop says it has over 50bn hours of continuous physiological data and expects around 4m members by year-end, per Will Ahmed.
- Ahmed argues the shift from a 500 dollar device fee to a 15 to 30 dollar monthly subscription makes Whoop obsessed with retaining and engaging existing members rather than shipping new hardware.
29 Oct · 56 min
Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't Compete
- Luca Ferrari says Bending Spoons began in 2013 with about $40,000 left over from a failed 2010 AI company, after venture investors sold their shares to the founders for $1.
- Ferrari says the founders chose to buy product-market fit rather than find it, starting with a roughly $10,000 iPhone keyboard app and now running a shared operating system of more than 50 proprietary technologies across acquired businesses.
23 Sept · 26 min