E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
from All-In with Chamath, Jason, Sacks & Friedberg
by All-In Podcast, LLC
Published: Fri Dec 08 2023
Show Notes
(0:00) Bestie intro!
(3:12) Ivy League antisemitism hearings
()State of the economy for consumers
()Signs of life in SaaS, VC shutdowns, and more
()Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech
()Google announces Gemini: Why this is a notable moment for Google, industry impact, and more
()Adobe's $20B Figma acquisition has stalled out due to the UK's CMA
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Intro Music Credit:
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Intro Video Credit:
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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://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