All-In with Chamath, Jason, Sacks & Friedberg · CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
Created a separate "box" for each client contract that holds cash flow, pays data-center costs, interest and principal, and returns any surplus to the company
“Holding income is extremely important when acquiring any development site. If an existing tenant is covering a meaningful portion of your interest and holding costs while you work through planning, you’re under far less pressure to develop the site immediately”
“Number two would be paying principal and interest repayments on your tax-deductible debt when you also have owner-occupied debt… preserve that, don’t pay it off”
“Someone who chooses interest-only on the investment split usually maximises the deductible interest and directs all surplus… towards a non-deductible home loan”
“If you buy companies at 4x… you’re buying 10 M worth of cash flow… you’ll have cash flow from subsidiaries to fund later deals.”
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.