E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

2023-02-24 · 92 min · 32 entities

episode page audio

Asserted relationships

→ references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://twitter.com/yung_spielburg
→ references The Burn Multiple 51a7e43cb200 website

0.77

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200
→ references Higher Rates Will Lead To The Next website

0.77

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next
→ 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 "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://rb.gy/tppkzl
→ references World Europe person

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://bbc.com/news/world-europe-26079957
→ references Inside Stripes 55 Billion Pitch To Investors website

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors
→ references The Private Tech Company That Let Employee Stock Grants Evaporate website

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate
→ references You Know One Of The Things That Really Hurt website

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt
→ references Secrecy Security Biden Trip To Kyiv website

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv
→ references Joe Biden Makes Surprise Visit person

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html
→ references Russia Ukraine Geopolitics person

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html
→ references How Should Ai Systems Behave company

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://openai.com/blog/how-should-ai-systems-behave

Entities found in this episode

websites 14

mentioned The Burn Multiple 51a7e43cb200 website

0.90

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200
mentioned Higher Rates Will Lead To The Next website

0.90

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next
references The Burn Multiple 51a7e43cb200 website

0.77

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200
references Higher Rates Will Lead To The Next website

0.77

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next
mentioned Tppkzl website

0.45

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://rb.gy/tppkzl
mentioned Inside Stripes 55 Billion Pitch To Investors website

0.45

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors
mentioned The Private Tech Company That Let Employee Stock Grants Evaporate website

0.45

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate
mentioned You Know One Of The Things That Really Hurt website

0.45

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt
mentioned Secrecy Security Biden Trip To Kyiv website

0.45

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv
references Tppkzl website

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://rb.gy/tppkzl
references Inside Stripes 55 Billion Pitch To Investors website

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors
references The Private Tech Company That Let Employee Stock Grants Evaporate website

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate
references You Know One Of The Things That Really Hurt website

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt
references Secrecy Security Biden Trip To Kyiv website

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv

persons 8

mentioned Yung Spielburg person

0.90

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://twitter.com/yung_spielburg
references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://twitter.com/yung_spielburg
mentioned World Europe person

0.45

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://bbc.com/news/world-europe-26079957
mentioned Joe Biden Makes Surprise Visit person

0.45

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html
mentioned Russia Ukraine Geopolitics person

0.45

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html
references World Europe person

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://bbc.com/news/world-europe-26079957
references Joe Biden Makes Surprise Visit person

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html
references Russia Ukraine Geopolitics person

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html

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 How Should Ai Systems Behave company

0.45

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://openai.com/blog/how-should-ai-systems-behave
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 How Should Ai Systems Behave company

0.38

evidence rules-v4
Link in episode "E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move": https://openai.com/blog/how-should-ai-systems-behave

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 intro: Jason's Japan trip! (1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more (23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple (29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved (39:05) AI's outsized impact on SaaS and real-world businesses (55:16) Advice from Steve Jobs on customer-first product development, Section 230 update (1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position (1:14:24) Tinfoil hat corner (1:23:25) Bestie wrap up! 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://www.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9 https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200 https://twitter.com/tylertringas/status/1627449217294958592 https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next https://twitter.com/Jason/status/1628851245644644352 https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230 https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html https://twitter.com/nytimes/status/1626984889449959430 https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html https://www.bbc.com/news/world-europe-26079957 https://openai.com/blog/how-should-ai-systems-behave