World Model · podcast knowledge graph

E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

2023-09-22 · 103 min · 46 entities

episode page audio

Asserted relationships

  • → references Yung Spielburg person
    0.77
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://twitter.com/yung_spielburg
  • → references Articles website
    0.77
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://nature.com/articles/s41551-023-01086-2
  • → references Clouded Judgement 81823 Q2 Earnings website
    0.77
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings
  • → discusses Technology company
    0.40
    evidence rules-v4
    Feed category: Technology
  • → discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • → discusses Entrepreneurship concept
    0.40
    evidence rules-v4
    Feed category: Entrepreneurship
  • → hosted by All-In Podcast, LLC company
    0.40
    evidence rules-v4
    Feed author/publisher: All-In Podcast, LLC
  • → references Tppkzl website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://rb.gy/tppkzl
  • → references President Primary R person
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire
  • → references Statistics website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://stockanalysis.com/ipos/statistics
  • → references ARM:NASDAQ website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D
  • → references Trends website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://ey.com/en_gl/ipo/trends
  • → references COIN:NASDAQ website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://google.com/finance/quote/COIN:NASDAQ
  • → references EXPE:NASDAQ website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://google.com/finance/quote/EXPE:NASDAQ
  • → references Commodity website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://tradingeconomics.com/commodity/crude-oil
  • → references Ccs Chart 3 3 website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg
  • → references Instacarts Ipo Venture Capital company
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://axios.com/2023/09/19/instacarts-ipo-venture-capital
  • → references Amazon Ad Revenue person
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://influencermarketinghub.com/amazon-ad-revenue
  • 0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr
  • → references Fed Rate Decision September person
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html
  • → references Fed Interest Rates person
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://kalshi.com/markets/fed/fed-interest-rates
  • → references Tesla Price Cuts Worth Buying person
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying
  • → references hellometer.io website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://hellometer.io/

Entities found in this episode

websites 24

  • mentioned Articles website
    0.90
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://nature.com/articles/s41551-023-01086-2
  • 0.90
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings
  • references Articles website
    0.77
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://nature.com/articles/s41551-023-01086-2
  • 0.77
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings
  • mentioned Tppkzl website
    0.45
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://rb.gy/tppkzl
  • mentioned Statistics website
    0.45
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://stockanalysis.com/ipos/statistics
  • mentioned ARM:NASDAQ website
    0.45
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D
  • mentioned Trends website
    0.45
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://ey.com/en_gl/ipo/trends
  • mentioned COIN:NASDAQ website
    0.45
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://google.com/finance/quote/COIN:NASDAQ
  • mentioned EXPE:NASDAQ website
    0.45
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://google.com/finance/quote/EXPE:NASDAQ
  • mentioned Commodity website
    0.45
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://tradingeconomics.com/commodity/crude-oil
  • mentioned Ccs Chart 3 3 website
    0.45
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg
  • 0.45
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr
  • mentioned hellometer.io website
    0.45
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://hellometer.io/
  • references Tppkzl website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://rb.gy/tppkzl
  • references Statistics website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://stockanalysis.com/ipos/statistics
  • references ARM:NASDAQ website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D
  • references Trends website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://ey.com/en_gl/ipo/trends
  • references COIN:NASDAQ website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://google.com/finance/quote/COIN:NASDAQ
  • references EXPE:NASDAQ website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://google.com/finance/quote/EXPE:NASDAQ
  • references Commodity website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://tradingeconomics.com/commodity/crude-oil
  • references Ccs Chart 3 3 website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg
  • 0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr
  • references hellometer.io website
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://hellometer.io/

persons 12

  • mentioned Yung Spielburg person
    0.90
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://twitter.com/yung_spielburg
  • references Yung Spielburg person
    0.77
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://twitter.com/yung_spielburg
  • mentioned President Primary R person
    0.45
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire
  • mentioned Amazon Ad Revenue person
    0.45
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://influencermarketinghub.com/amazon-ad-revenue
  • mentioned Fed Rate Decision September person
    0.45
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html
  • mentioned Fed Interest Rates person
    0.45
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://kalshi.com/markets/fed/fed-interest-rates
  • 0.45
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying
  • references President Primary R person
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire
  • references Amazon Ad Revenue person
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://influencermarketinghub.com/amazon-ad-revenue
  • references Fed Rate Decision September person
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html
  • references Fed Interest Rates person
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://kalshi.com/markets/fed/fed-interest-rates
  • references Tesla Price Cuts Worth Buying person
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying

companys 6

  • mentioned All-In Podcast, LLC company
    0.70
    evidence rules-v4
    Feed author/publisher: All-In Podcast, LLC
  • mentioned Technology company
    0.50
    evidence rules-v4
    Feed category: Technology
  • mentioned Instacarts Ipo Venture Capital company
    0.45
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://axios.com/2023/09/19/instacarts-ipo-venture-capital
  • discusses Technology company
    0.40
    evidence rules-v4
    Feed category: Technology
  • hosted by All-In Podcast, LLC company
    0.40
    evidence rules-v4
    Feed author/publisher: All-In Podcast, LLC
  • references Instacarts Ipo Venture Capital company
    0.38
    evidence rules-v4
    Link in episode "E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more": https://axios.com/2023/09/19/instacarts-ipo-venture-capital

concepts 4

  • mentioned Business concept
    0.50
    evidence rules-v4
    Feed category: Business
  • mentioned Entrepreneurship concept
    0.50
    evidence rules-v4
    Feed category: Entrepreneurship
  • discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • discusses Entrepreneurship concept
    0.40
    evidence rules-v4
    Feed category: Entrepreneurship
Episode description as stored
(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short? (42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward (50:45) Breaking down Instacart and Klaviyo's businesses (1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns (1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy? (1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases 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 Referenced in the show: https://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire https://youtu.be/yjj1QjZlQMM https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal https://twitter.com/pitdesi/status/1704874017357025499 https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D https://twitter.com/aswathdamodaran/status/1704246090198036914 https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg https://fred.stlouisfed.org/series/MORTGAGE30US https://www.ey.com/en_gl/ipo/trends https://stockanalysis.com/ipos/statistics https://www.google.com/finance/quote/COIN:NASDAQ https://www.google.com/finance/quote/EXPE:NASDAQ https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital https://www.sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm https://influencermarketinghub.com/amazon-ad-revenue https://twitter.com/jasonlk/status/1704212644402540573 https://www.saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr https://twitter.com/DavidSacks/status/1078755080478715904 https://i.insider.com/4dd4d1cf4bd7c8c90f000000 https://twitter.com/asanwal/status/1703492397739516068 https://www.cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html https://tradingeconomics.com/commodity/crude-oil https://kalshi.com/markets/fed/fed-interest-rates#fed-23nov https://www.popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying https://hellometer.io https://www.nature.com/articles/s41551-023-01086-2