All-In E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
Episode 108 • 12/16/2022
Key discussions from this episode:
- Twitter's Anti-Doxing Policy
- Debated Twitter's new policy against sharing real-time location data
- Elon Musk suspended accounts sharing private jet locations, citing safety concerns
- The group discussed the difference between sharing public event locations versus persistent tracking
- Discussed the balance between free speech and personal safety
- Nuclear Fusion Breakthrough
- Scientists achieved fusion ignition at the National Ignition Facility
- Friedberg explained the technical details of how fusion works and its potential impact
- Chamath argued that while impressive, solar energy remains more practical and cost-effective
- Discussed timeline expectations for practical fusion power generation (2030s-2040s)
- State of Tech Markets & Valuations
- Analyzed the Coupa acquisition by Thoma Bravo and its implications
- Discussed dramatic valuation drops across different startup funding stages
- Examined venture capital returns data showing potential $600B at risk in US venture market
- Private equity firms expected to become more active in tech acquisitions
- Venture Capital Industry Analysis
- Reviewed data showing significant gap between reported and actual returns
- Discussed challenges facing bottom 75% of VC firms
- Explored changes in LP (Limited Partner) expectations and requirements
- Debated future of venture funding and importance of capital efficiency
The episode concluded with lighter discussion about TV shows and a humorous review of a "Most Loathsome Person in Tech" bracket competition.