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

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

4.4 • 5.8K Ratings

🗓️ 13 January 2024

⏱️ 99 minutes

🔗️ Recording | iTunes | RSS

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Summary

(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

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https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

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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

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Transcript

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0:00.0	Nick can you cue the tape this is now the worst form of a shot oh my god I mean the fact that he hit the
0:08.4	rhythm is a miracle the most unathlet what is- What is- Oh God!
0:13.1	I have to wish we could get slow motion on that.
0:16.2	Oh, it's like the ball,
0:18.2	the bar is a slo-forward.
0:20.0	Now look at his hand, look at the right hand,
0:21.4	look, oh, look at the right hand, look,
0:22.2	look at the right-, look at the right hand.
0:23.0	What is that about?
0:25.0	One hand is.
0:27.0	I mean, that has nothing to do with basketball.
0:30.0	The most unnatural basketball slash athletic movement I've seen.
0:35.6	Come on wasn't that bad.
0:37.6	I mean the lean forward too is just the lean forward the kind of like sassy jump, you know, the sassy jump.
0:46.3	What are you saying when you say sache?
0:47.6	He little sacheed on it. Let your winners slide.
0:55.0	Rain Man David Siles.
0:57.0	And it said,
1:00.0	We open sources to the fans and they've just gone crazy with it.
1:04.0	Love you guys, the Queen of Kinwa.
1:07.0	All right, everybody, welcome to the All In podcast with me again, the Chairman Dath Polly Hopetia David Freiburg the
1:16.0	Sultan of Science and the rain man himself David Sachs. Our first topic will go'll go to our war correspondent. The U.S. and its allies have
	...

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