E141: State of Series A's, VC dry powder, IPO...

(0:00) Axon CEO Rick Smith joins David Friedberg (2:39) History of TASER/Axon: brink of bankruptcy to IPO (9:05) Going public during the dot-com crash, selling to police, battling shorts and an SEC investigation, pivoting to software (20:47) Creating the police body cam, surveill ...  Show more

(0:00) Bestie intros! (3:37) Midterms postmortem: What led to a generational GOP collapse? (32:26) How can Trump salvage his presidency? (53:13) Market reaction: Data center fears, $4T in market cap shed, AI ban potential (1:24:21) Science Corner: OpenAI solves Exponential Time H ...  Show more

The rumors were true. Enjoy another Episode of Bg2.

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(0:00) Introduction and discussion on current market trends

(3:12) Main topic: AI and its recent surge in venture capital investing ...

0:01 Jason intros Chamath and Episode 0 of All-In and they discuss their current self-quarantine 0:55 Jason intros David Friedberg 1:35 Chamath gives the inaugural (& potentially final) All-In ad read 2:17 As a Warriors owner, Chamath gives his reaction to the NBA postponing & un ...  Show more

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Pre-IPO market Changes, the reality versus perception of AI's future potential, the state of software, the impact of excess capital ...