E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

Описание: PRODUCER'S NOTE: the zoom video feed went the way of SVB this week - sorry besties! all charts and graphics are still included.

(0:00) Bestie intro!
(1:57) Overview of the SVB collapse and bank run
(17:53) Who or what is to blame? Debating venture debt
(37:11) Contagion risk, second- and third-order effects, government backstops
(1:00:36) What does this mean for the VC industry? Silicon Valley panic cycle, advice for founders

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  

Referenced in the show:
https://www.fdic.gov/news/press-relea...
https://s201.q4cdn.com/589201576/file...
https://s201.q4cdn.com/589201576/file...
  / 1634260576431136768  
https://seekingalpha.com/article/4565...
   • E114: Markets update: whipsaw macro pictur...  
https://www.bloomberg.com/news/articl...
https://www.cbsnews.com/news/janet-ye...
  / 1634201986894577665  
https://en.wikipedia.org/wiki/Trouble...
https://www.wsj.com/articles/bond-los...
https://dfpi.ca.gov/wp-content/upload...
https://www.google.com/finance/quote/...


#allin #tech #news