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Episode
#AIS: Bestie AMA with Valor's Antonio Gracias
Views
112K
0.3× the show’s average
Episode112K
Show avg364K
Published
4y ago
Jun 7, 2022
Length
1h 39m
show avg 1h 19m
From the show
Chapters
This talk was recorded LIVE at the All-In Summit in Miami! Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect #allin #tech #news
- 0:00Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&L & more
- 22:35Q: How has the poker game influenced your decision making in business and life?
- 29:33Q: What was the scariest step of becoming a first-time fund manager?
- 32:34Q: Crypto market unwinding & how it relates to the money supply
- 35:57Q: Current pre-seed / seed valuations & metrics
- 38:58Q: When investing in early-stage SaaS companies, how to find outliers?
- 42:11Q: What would you do if dropped in the middle of Kansas at age 25 with no resources?
- 44:46Q: Where will the next disruptions in industrial automation come from & how will the US hit economies of scale in semiconductor manufacturing
- 47:02Q: Any plans for All-In Media?
- 50:02Q: US strategy in the Russia/Ukraine War
- 54:19Q: How have your first impressions changed as you've matured in your career, and whose first impressions have stood out to you the most?
- 58:29Q: Are you interested in crypto micropayments?
Mentioned
Names dropped
EM
Elon Musk
Antonio, uh Elon had a moment of reflection and uh he was talking about 2008.
SJ
Steve Jurvetson
yourself and Steve Jurvetson specifically mentioned
PL
Palmer Luckey
Oh, you pulled a Palmer Lucky? Yeah. No, so if I if I if I cry again this time, it will be from uh from a sense
RB
Roelof Botha
I mean, you know, it is it's an interesting question Roelof.
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