Silver Lake

also referred to as: silverlake

3 statements across 3 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Dec 18, 2020 by David Friedberg · said 25 times in 12 episodes since 2020 · across every show →

Mentions by year

brought up most by Chamath Palihapitiya (11), David Friedberg (9), Nikesh Arora (1), Jason Calacanis (1), Gavin Baker (1), David Sacks (1), Ari Emanuel (1)

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0242020202120222023202420252026episodes it came up in
0022442020202120222023202420252026episodesmentions per episode
2026 3 mentions in 2 episodes 2 per episode
2025 10 mentions in 4 episodes 3 per episode
2024 1 mention in 1 episode
2022 4 mentions in 3 episodes 1 per episode
2021 4 mentions in 1 episode
2020 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Silver Lake, oldest first

Dec 18, 2020 positive
Assertion Contradicted
Friedberg: Silver Lake turned $1B Airbnb debt into $4B in six months
“Silver Lake swooped into Airbnb in April, gave him a 12% debt deal for a billion dollars, and they got warrants that, the warrants today, Are worth about 1.4 billion dollars. And this debt is probably worth three times what they put in. So in like five months,…”
David Friedberg Dec 18, 2020 ▶ 47:25 E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
Feb 3, 2021 bullish
Assertion Contradicted
Friedberg: Silver Lake made $3B to $4B on Airbnb emergency deal
“They put in debt, and then they got warrants, and the warrants ended up making them, like, I mean, Silver Lake. Forex, it's insane. They made, like, three, four billion dollars.”
David Friedberg Feb 3, 2021 ▶ 19:05 E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it
Aug 13, 2022 neutral
Assertion Partly supported
Chamath: Blackstone and Silver Lake raised 15- and 20-year funds
“Blackstone, Silverlake, when they came on the heels of SoftBank, what they did was they raised funds with a 15 and 20 year life.”
Chamath Palihapitiya Aug 13, 2022 ▶ 20:30 E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
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