Ukraine War

topic on 5 shows · 14 statements across 13 episodes

WTF is with Nikhil Kamath Invest Like the Best Capital Allocators All-In 20VC

14 statements about Ukraine War, every show

INVEST LIKE THE BEST Assertion Not checkable as stated
Mead says drone saturation dispersed Ukraine combat into small-unit kill zones
“The Ukraine war is no longer, you know, a battalion over here shooting at a battalion over there. With these drones, you have this sort of gray kill zone, gray zone, where at most you'd have a couple of soldiers together.”
Walter Russell Mead Sep 8, 2026 ▶ 58:05 Why the World Order Is Collapsing and American Power Is Rising
20VC Opinion
Cahn: Defense tech is under-hyped and awaiting its ChatGPT moment
“And so, anyways, I think that the Transformer paper moment was the was the Ukraine war, and then I think the Chi-GPT moment hasn't happened yet. And so I think that defense is actually, you know, is under-hyped in some ways, or like underestimated in some ways”
David Cahn Oct 27, 2025 ▶ 1:00:30 Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
WTF Insight
Sharma: Seizing Russian assets alerted global governments to US dollar risks
“The way the sanctions were imposed on, on Russia at the time of the Ukrainian war, where the assets were seized. And Russia was thrown off the dollar grid completely. I think that was a big wake up call for governments around the world that, Listen, this, if t…”
Ruchir Sharma Sep 3, 2025 ▶ 2:12:16 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
20VC What-if
Torsten Reil: Helsing would have prioritized EW and GPS independence earlier
“We would have focused all of our efforts on specific systems to deal with the problems in hand, which were, which are now the ones that I talked about earlier. It's electronic warfare resistance, GPS independence you know, being resilient to comms jamming.”
Torsten Reil Dec 11, 2024 ▶ 1:15:06 Torsten Reil, Helsing Founder: Raising $828M to Build the Defence Champion of Europe | E1237 · 20VC with Harry Stebbings
ALL-IN What-if
Sacks: Biden administration shot down early Russia-Ukraine peace deal
“We could have agreed to a deal in the first month. The Biden administration shot that down. That is why we have the war going in Ukraine.”
David Sacks Oct 3, 2024 ▶ 1:27:16 Mark Cuban: Love/Hate Relationship with Trump, Why He's Backing Kamala Harris
ALL-IN Disclosure
Sacks: Ukraine war approach is a litmus test for supporting presidential candidates
“For me, I'm viewing candidates as either being acceptable or unacceptable, and Vivek is acceptable to me. I think DeSantis is too. The ones who are unacceptable to me are the ones who would escalate this Ukraine war, because I think that avoiding World War III…”
David Sacks Sep 22, 2023 ▶ 5:54 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
ALL-IN Assertion Contradicted
Sacks: 70% of the world blames the US equally for Ukraine
“70% of the world's population does not believe this narrative about the Ukraine war. They understand that the U.S. Is at least equally responsible for this war.”
David Sacks Sep 1, 2023 ▶ 57:57 E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
ALL-IN Prediction Not checkable as stated
Sacks predicts potential full Russian mobilization within months following Prigozhin mutiny
“I think you could see now over the next few months, a full mobilization in Russia. And I think that this could lead us to the next point of escalation in this war.”
David Sacks Jul 1, 2023 ▶ 21:53 E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
ALL-IN Assertion Not checkable as stated
Calacanis: Republican support for US aid to Ukraine is falling rapidly
“The neocons and Republicans are dropping their support for this at a pretty precipitous rate, which is predictable.”
Jason Calacanis Jun 24, 2023 ▶ 19:16 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Lasry: Russia seized four planes from Avenue Capital following Ukraine war sanctions
“We have an aviation fund that invests, and we own four planes. Those planes, at the time of the Ukraine war, were taking passengers from Turkey to Moscow. When sanctions came down, Moscow grounded those planes, and we found, all of a sudden, Four of our assets…”
Marc Lasry May 15, 2023 ▶ 54:48 Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
ALL-IN Prediction Not checkable as stated
Sacks: Ukraine war will turn out much worse than 1991 Iraq War
“But I think the truth of the matter is that this war is going to turn out much worse than the Iraq war did in 1991”
David Sacks Feb 24, 2023 ▶ 1:05:59 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
ALL-IN Prediction Not checkable as stated
Sacks: A war-induced recession could be Trump's silver bullet to win
“If this war spirals out of control, either, you know, it turns into a even bigger conflict that draws us in, or it turns into a big recession, because I don't think we've seen the last of the supply shocks from this war. If we get a recession that Trump can, I…”
David Sacks Feb 24, 2023 ▶ 1:13:48 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
ALL-IN Opinion
Sacks: Media refuses to investigate U.S. actions before Ukraine war
“The media has shown zero interest in getting to the bottom of what actions our state department took, or generally speaking, our security state took that might have led up to the Ukraine war, zero interest in that.”
David Sacks Feb 17, 2023 ▶ 24:06 E116: Toxic out-of-control trains, regulators, and AI
ALL-IN Opinion
Chamath: Ukraine war proves Russian military and propaganda capabilities were overrated
“The Ukraine Russia war is evidence that, you know, this Highly sophisticated war machine and propaganda machine is not that good at their job.”
Chamath Palihapitiya Dec 24, 2022 ▶ 1:27:14 E109: 2022 Bestie Awards Live from Twitter HQ

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