E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

(0:00) Bestie intro!

(3:12) Ivy League antisemitism hearings

(21:55) State of the economy for consumers

(34:55) Signs of life in SaaS, VC shutdowns, and more

(44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech

(1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more

(1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Tucker:

https://twitter.com/TuckerCarlson

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://rankings.thefire.org/rank

https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47

https://academic.oup.com/poq/article-abstract/82/1/135/4868126

https://fred.stlouisfed.org/series/CCLACBW027SBOG

https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html

https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d

https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping

https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html

https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html

https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec

https://twitter.com/KobeissiLetter/status/1730607188341624851

https://twitter.com/chamath/status/1718016818118553622

https://www.saastr.com/carta-startup-shutdowns-are-up-237

https://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises

https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr

https://twitter.com/friedberg/status/1732217863975641389

https://ohalogenetics.com

https://www.youtube.com/watch?v=K4pX1VAxaAI

https://www.youtube.com/watch?v=v5tRc_5-8G4

https://blog.google/technology/ai/google-gemini-ai

https://twitter.com/chamath/status/1732482646419403077

https://www.figma.com/templates

https://assets.publishing.service.gov.uk/media/656f3c941104cf000dfa7563/Provisional_findings_report_3.pdf

Jaksot(350)

E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

(0:00) New bestie game show! (6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism (20:47) Coinbase CEO Brian Armstrong joins to break down t...

12 Marras 20221h 25min

E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

(0:00) Jason's new brand deal (1:18) Bestie updates (9:12) "Ligma/Johnson" blunder outside of Twitter HQ (15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing f...

5 Marras 20221h 28min

E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

(0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential (31:19) Meta's historic bet on VR and stock price ...

29 Loka 20221h 36min

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, corporate misgovernance, super-voting shar...

22 Loka 20221h 41min

E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more

E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more

(0:00) Bestie intros are back! (6:35) Reflecting on the first 100 episodes and what makes the show special (29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of un...

14 Loka 20221h 29min

E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

0:00 Bestie intros! 1:34 Breaking down major cheating scandals: chess, poker, fishing 16:13 Twitter deal updates 30:05 AI making rapid advancements: Tesla AI Day, Meta's text-to-video tool, where this...

7 Loka 20221h 25min

E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

0:00 Bestie intros! 1:36 Big tech starts making cuts, plus what this means for the broader economy and startups 31:09 Global debt numbers, Fed incompetency 54:06 RIP Coolio 1:00:30 Russia / Ukraine up...

1 Loka 20221h 19min

E97: SPAC updates, public/private market overview, Putin's end game & more

E97: SPAC updates, public/private market overview, Putin's end game & more

0:00 Bestie intros! 1:03 SPAC updates, state of the public/private markets 20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom? 31:14 Risks of b...

23 Syys 20221h 24min

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