Aug 28, 2021
0:00 Intro & Italy recap
12:06 An embarrassment in Afghanistan: breaking down how it happened
34:49 China's potential checkmate in Afghanistan, CCP cracking down on IPOs & algos
1:00:27 Rent moratorium ends, Prop 22 ruled unconstitutional, the shrinking role of agency
1:14:24 Boston Dynamics & TeslaBot,...
Aug 6, 2021
0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund & more
16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies
30:44 Zymergen's implosion: role of diligence, how to make deep tech sustainable, finding frauds
43:26 How personal risk impacts decision...