Someone I respect pointed me to the All-In Podcast a few weeks ago. I listen on Saturday mornings at 1.5x because the four-square merry banter reminds me of Entourage. You know, Vinny, Eric, Drama, and Turtle…

Vinny made an interesting point in E118 on March 3 2023, humble bragging that Credit Suisse offered him 6.5% interest on 3 month bills! (Well, the offer was to all private banking customers). He goes on trying to make some other point.

Fourteen minutes later when Brad Gerstner (Altimeter capital, a VC for 14yrs) finally gets a chance to talk, he reminds us that the 3y T-bill is 4.7 and Vinny might be a bit “goosy goosy on the 6.5,” i.e., that he might be “super special”—a comment that so delights Chamath that he can barely contain his Vinny-sized grin. (Brad probably mean