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)

E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave & more

E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave & more

0:00 Bestie intro, child update, Joe Lonsdale's take on paternity leave 20:44 Proposed "Wealth Tax" 35:13 Inflation discussion: corporate and government reactions 52:30 Dealing with inflation as a cap...

30 Loka 20211h 19min

E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand

E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand

Show Notes: 0:00 Bestie weight loss strategies, poker recap 13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more 33:43 Peak venture returns, tech landscape...

23 Loka 20211h 27min

E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A

E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A

Show Notes: 00:00 Cold Open 01:19 Titles 01:01 Intro Banter 04:24 Supply chain, labor shortage, 34:04 Taiwan 43:14 Sacks Desantis 47:00 Dave Chappelle 01:08:24 FDA 01:23:27 Question 1 01:27:08 Questi...

16 Loka 20211h 33min

E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more

E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more

Show Notes: 0:00 Mercury is in retrograde & impacting the besties 2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive 26:23 Building regulatory framework for utility tokens, instit...

9 Loka 20211h 23min

E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more

E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more

Show Notes: 0:00 Brian Armstrong follows up on his one-year old blog post "Coinbase is a mission focused company" 19:27 Authoritarianism on the left 33:04 Newsom's new vaccine mandate, NBA vaccine cov...

2 Loka 20211h 29min

E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan

E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan

Show Notes: 0:00 Bestie Guestie Balaji Srinivasan is introduced 6:01 Balaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil 16:09 Chi...

25 Syys 20211h 28min

E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more

E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more

Show Notes: 0:00 Besties intro, TPB Symposium recap, rapid generations in tech 7:00 UBI, incentives for success, social safety nets 19:45 Newsom's recall victory in California, where the GOP went wron...

18 Syys 20211h 35min

E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!

E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!

Show Notes: 0:00 Open: LIVE from TPB Symposium 1:18 False Ivermectin story fools Rolling Stone, Rachel Maddow & more 15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve...

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