E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

(0:00) Bestie intros! Friedberg's jumper (1:21) US and its allies strike Houthi targets in Yemen (16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy? (29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator (51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders (1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey   Follow the besties: }https://twitter.com/chamath }https://twitter.com/Jason }https://twitter.com/DavidSacks }https://twitter.com/friedberg   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://twitter.com/SpeakerJohnson/status/1745642200866738254 }https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12 }https://twitter.com/DavidSacks/status/1745723423396118593 }https://twitter.com/DavidSacks/status/1745604701654298826 }https://www.imdb.com/title/tt0120885 }https://twitter.com/Jason/status/1745514413782917262 }https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html }https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization }https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut }https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12 }https://layoffs.fyi }https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcsstus1&f=m }https://twitter.com/karrisaarinen/status/1743398553500971331 }https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277 }https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080 }https://twitter.com/chamath/status/1744414462986375440 }https://twitter.com/coffeewithone/status/1744488896766042277 }https://twitter.com/chamath/status/1745542094696145103 }https://once.com }https://twitter.com/jasonlk/status/1745552662572208473 }https://twitter.com/MattWalshBlog/status/1742583950944432607 }https://www.oscars.org/awards/representation-and-inclusion-standards }https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting }https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html }https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html }https://www.nytimes.com/2022/04/23/business/pilots-diversity.html }https://twitter.com/Jason/status/1735164131806986441 }https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million }https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy