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