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Podcast: All-In with Chamath, Jason, Sacks & Friedberg
Episode: #AIS: Bestie AMA with Valor's Antonio Gracias
Description: This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:Â https://bit.ly/aisytplaylist 0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&L & more 22:35 Q: How has the poker game influenced your decision making in business and life? 29:33 Q: What was the scariest step of becoming a first-time fund manager? 32:34 Q: Crypto market unwinding & how it relates to the money s...