Zach Coelius is the managing partner of Coelius Capital. He's participating in an unprecedented moment where venture capitalists like him simply can't lose. There's so much money flooding the private markets that, as he put it, "any idiot with a checkbook looks like a genius right now." Coelius joins Big Technology Podcast to discuss why this is happening, where it will lead, and who gets hurt when the party ends. Stay tuned for the third segment where we read his tweets and mostly talk about San Francisco's many challenges.