Published On May 22, 2022
This conversation was recorded LIVE at the All-In Summit in Miami!
0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn
12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality
24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions
33:52 Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses
47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans
Follow the besties:
/ chamath
https://linktr.ee/calacanis
/ davidsacks
/ friedberg
Follow the pod:
/ theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
/ yung_spielburg
Intro Video Credit:
/ thezacheffect
#allin #tech #news