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

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Coronavirus, Startups, Learn, Chamath, Investing, Davidsacks, Business, Alllin, Iq, Calacanis, Poker, Health, Jason, Technology, Sacks, Grow, Entrepreneurship, Friedberg, Money, Covid19, Gambling, Davidfriedberg, Allin, Palihapitiya, Tech, Tips

4.45.8K Ratings

🗓️ 8 December 2023

⏱️ 92 minutes

🧾️ Download transcript

Summary

(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

Audio player

Transcript

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0:00.0

Sachs, how are you doing with your Tucker Afterglow?

0:03.2

It's an amazing episode.

0:04.6

The feedback's been great.

0:05.8

It's the number one episode of the year after Vavak, I think,

0:09.4

and trending to be maybe a million views on YouTube so how's the afterglow?

0:14.8

Yeah I did notice there's one particular clip that's going viral where he calls you

0:19.0

stupid? Yes there's that one. Do you see that one?

0:23.0

I thought Tucker was incredible.

0:25.0

I found him so intellectually interesting.

0:27.0

And it's not always the case that great moderators and interviewers make great guests, but he is so intellectually curious

0:36.0

and has unique points of view that you want to hear them out.

0:39.0

And his style of talking I find also, very easy to listen to. I thought he was really

0:45.9

impressive, really, really impressive. You don't have to agree with everything he says

0:49.4

quite honestly and some people probably won't but I found him really compelling. I don't agree with half of stuff he said or maybe a third but I too enjoyed it very much.

1:00.0

I thought he was great. Sacks I I got, you know, as the person people believe has Trump arrangement syndrome,

1:06.4

thank you for your trade.

1:07.4

You know, or the person people consider like the far left, they're like, why aren't you pushing back?

1:12.3

Why aren't you pushing back? Why aren't you pushing back?

1:13.5

And this has become a MAGA takeover.

1:15.2

You had Jarrett Kushner.

1:16.1

He didn't get pushed back.

1:17.0

You didn't get pushed back to Tucker.

...

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