E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
From All-In with Chamath, Jason, Sacks & Friedberg
Published 3/3/2023
(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom…
